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	$1.01M	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ACPU

Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

B. Riley Wealth Advisors's BCR Position: Q2 2017 in Review

B. Riley Wealth Advisors sold out of CR Bard Inc. (BCR) in Q2 2017, closing a stake of 1,083 shares — an estimated $269K sold.

B. Riley Wealth Advisors first reported a position in BCR in Q2 2014 and held it in 11 quarters. The position peaked at $1.57M in Q4 2015. 675 funds tracked by Wall St. Rank hold BCR as of Q2 2017.

B. Riley Wealth Advisors reported no remaining CR Bard Inc. position as of Q2 2017 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,083 CR Bard Inc. shares in Q2 2017, an estimated $269K.
B. Riley Wealth Advisors first reported a position in CR Bard Inc. in Q2 2014 and held it in 11 quarters.
B. Riley Wealth Advisors's CR Bard Inc. position peaked at $1.57M in Q4 2015.
675 funds tracked by Wall St. Rank held CR Bard Inc. as of Q2 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.