AMIM
BCR

Aull & Monroe Investment Management’s CR Bard Inc. BCR Stock Holding History

Aull & Monroe Investment Management’s Portfolio BCR Stock Details BCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,925
Closed -$617K – 134
2017
Q3 		$617K Hold
1,925
– – 0.32% 80
2017
Q2 		$609K Hold
1,925
– – 0.33% 79
2017
Q1 		$478K Hold
1,925
– – 0.26% 90
2016
Q4 		$432K Hold
1,925
– – 0.24% 86
2016
Q3 		$432K Hold
1,925
– – 0.25% 87
2016
Q2 		$453K Hold
1,925
– – 0.26% 87
2016
Q1 		$390K Sell
1,925
-400
-17% -$75.5K 0.23% 87
2015
Q4 		$440K Hold
2,325
– – 0.27% 82
2015
Q3 		$433K Buy
+2,325
New +$440K 0.28% 83
2015
Q2 		– Sell
-1,500
Closed -$251K – 129
2015
Q1 		$251K Sell
1,500
-450
-23% -$77.1K 0.14% 109
2014
Q4 		$325K Hold
1,950
– – 0.18% 97
2014
Q3 		$278K Buy
1,950
+450
+30% +$66.5K 0.15% 102
2014
Q2 		$215K Sell
1,500
-50
-3% -$7.14K 0.11% 115
2014
Q1 		$229K Hold
1,550
– – 0.13% 106
2013
Q4 		$208K Buy
+1,550
New +$204K 0.12% 109

Other funds holding BCR

Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
QCMA
Quad Capital Management Advisors New York $31.4M AUM 22.55% 1-Year Est. Return
AAF
Andra AP-fonden Goteborg, Sweden $8.39B AUM 21.19% 1-Year Est. Return

Aull & Monroe Investment Management's BCR Position: Q4 2017 in Review

Aull & Monroe Investment Management sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 1,925 shares — an estimated $617K sold.

Aull & Monroe Investment Management first reported a position in BCR in Q4 2013 and held it in 15 quarters. The position peaked at $617K in Q3 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Aull & Monroe Investment Management reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Aull & Monroe Investment Management sold 1,925 CR Bard Inc. shares in Q4 2017, an estimated $617K.
  • Aull & Monroe Investment Management first reported a position in CR Bard Inc. in Q4 2013 and held it in 15 quarters.
  • Aull & Monroe Investment Management's CR Bard Inc. position peaked at $617K in Q3 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Aull & Monroe Investment Management's 13F filing for Q4 2017, filed 29 Jan 2018.