BRWA
BCR

B. Riley Wealth Advisors’s CR Bard Inc. BCR Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-1,083
Closed -$269K – 573
2017
Q1 		$269K Buy
1,083
+116
+12% +$28K 0.05% 381
2016
Q4 		$218K Sell
967
-3,625
-79% -$788K 0.04% 439
2016
Q3 		$1.03M Sell
4,592
-2,695
-37% -$607K 0.2% 129
2016
Q2 		$863K Sell
7,287
-691
-9% -$150K 0.17% 154
2016
Q1 		$815K Sell
7,978
-305
-4% -$57.6K 0.19% 135
2015
Q4 		$1.57M Buy
8,283
+4,078
+97% +$764K 0.32% 79
2015
Q3 		$785K Sell
4,205
-743
-15% -$141K 0.19% 144
2015
Q2 		$845K Sell
4,948
-767
-13% -$131K 0.21% 127
2015
Q1 		$957K Sell
5,715
-321
-5% -$55K 0.23% 115
2014
Q4 		$1.01K Buy
+6,036
New +$976K 0.02% 753
2014
Q3 		– Sell
-776
Closed -$111K – 2542
2014
Q2 		$111K Buy
+776
New +$111K 0.03% 671

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACPU
Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return