AWM
BCR

Avior Wealth Management’s CR Bard Inc. BCR Stock Holding History

Avior Wealth 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
2018
Q1 		– Sell
-2
Closed -$1K – 859
2017
Q4 		$1K Buy
+2
New +$661 ﹤0.01% 784

Other funds holding BCR

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Avior Wealth Management's BCR Position: Q1 2018 in Review

Avior Wealth Management sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 2 shares — an estimated $1K sold.

Avior Wealth Management first reported a position in BCR in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • Avior Wealth Management reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • Avior Wealth Management sold 2 CR Bard Inc. shares in Q1 2018, an estimated $1K.
  • Avior Wealth Management first reported a position in CR Bard Inc. in Q4 2017 and held it in 1 quarter.
  • Avior Wealth Management's CR Bard Inc. position peaked at $1K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Avior Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.