AAM
BCR
Autus Asset Management’s CR Bard Inc. BCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,750
| Closed | -$882K | – | 155 |
|
|
2017
Q3 | $882K | Sell |
2,750
-25
| -0.9% | -$8.02K | 0.17% | 90 |
|
|
2017
Q2 | $877K | Sell |
2,775
-145
| -5% | -$45.8K | 0.18% | 89 |
|
|
2017
Q1 | $726K | Sell |
2,920
-95
| -3% | -$23.6K | 0.15% | 99 |
|
|
2016
Q4 | $677K | Hold |
3,015
| – | – | 0.15% | 104 |
|
|
2016
Q3 | $677K | Sell |
3,015
-209
| -6% | -$46.9K | 0.15% | 108 |
|
|
2016
Q2 | $758K | Sell |
3,224
-216
| -6% | -$50.8K | 0.17% | 103 |
|
|
2016
Q1 | $697K | Sell |
3,440
-80
| -2% | -$16.2K | 0.17% | 102 |
|
|
2015
Q4 | $667K | Sell |
3,520
-95
| -3% | -$18K | 0.17% | 102 |
|
|
2015
Q3 | $674K | Sell |
3,615
-510
| -12% | -$95.1K | 0.21% | 83 |
|
|
2015
Q2 | $704K | Hold |
4,125
| – | – | 0.2% | 85 |
|
|
2015
Q1 | $690K | Sell |
4,125
-355
| -8% | -$59.4K | 0.19% | 83 |
|
|
2014
Q4 | $746K | Hold |
4,480
| – | – | 0.23% | 69 |
|
|
2014
Q3 | $639K | Hold |
4,480
| – | – | 0.21% | 73 |
|
|
2014
Q2 | $641K | Hold |
4,480
| – | – | 0.22% | 75 |
|
|
2014
Q1 | $663K | Sell |
4,480
-150
| -3% | -$22.2K | 0.25% | 71 |
|
|
2013
Q4 | $620K | Sell |
4,630
-680
| -13% | -$91.1K | 0.24% | 69 |
|
|
2013
Q3 | $612K | Sell |
5,310
-1,669
| -24% | -$192K | 0.26% | 70 |
|
|
2013
Q2 | $758K | Buy |
+6,979
| New | +$758K | 0.34% | 61 |
|