BHWM
BCR

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

Bar Harbor 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
2017
Q4 		– Sell
-1,067
Closed -$342K – 322
2017
Q3 		$342K Sell
1,067
-55
-5% -$17.6K 0.04% 227
2017
Q2 		$355K Sell
1,122
-1,012
-47% -$301K 0.04% 227
2017
Q1 		$531K Hold
2,134
– – 0.06% 196
2016
Q4 		$479K Hold
2,134
– – 0.05% 220
2016
Q3 		$479K Buy
2,134
+69
+3% +$15.5K 0.05% 214
2016
Q2 		$486K Sell
2,065
-66
-3% -$14.3K 0.06% 209
2016
Q1 		$431K Sell
2,131
-957
-31% -$181K 0.05% 205
2015
Q4 		$585K Buy
3,088
+196
+7% +$36.7K 0.07% 181
2015
Q3 		$539K Hold
2,892
– – 0.07% 184
2015
Q2 		$493K Sell
2,892
-3
-0.1% -$513 0.06% 190
2015
Q1 		$485K Buy
2,895
+234
+9% +$40.1K 0.06% 194
2014
Q4 		$444K Hold
2,661
– – 0.06% 193
2014
Q3 		$380K Hold
2,661
– – 0.05% 197
2014
Q2 		$381K Sell
2,661
-125
-4% -$17.9K 0.05% 195
2014
Q1 		$413K Hold
2,786
– – 0.05% 194
2013
Q4 		$373K Hold
2,786
– – 0.05% 197
2013
Q3 		$321K Sell
2,786
-80
-3% -$9.18K 0.05% 204
2013
Q2 		$311K Buy
+2,866
New +$298K 0.05% 202

Other funds holding BCR

Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 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

Bar Harbor Wealth Management's BCR Position: Q4 2017 in Review

Bar Harbor Wealth Management sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 1,067 shares — an estimated $342K sold.

Bar Harbor Wealth Management first reported a position in BCR in Q2 2013 and held it in 18 quarters. The position peaked at $585K in Q4 2015. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Bar Harbor Wealth Management reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 1,067 CR Bard Inc. shares in Q4 2017, an estimated $342K.
  • Bar Harbor Wealth Management first reported a position in CR Bard Inc. in Q2 2013 and held it in 18 quarters.
  • Bar Harbor Wealth Management's CR Bard Inc. position peaked at $585K in Q4 2015.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Bar Harbor Wealth Management's 13F filing for Q4 2017, filed 17 Jan 2018.