BFS
BCR

Baskin Financial Services’s CR Bard Inc. BCR Stock Holding History

Baskin Financial Services’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
-38,826
Closed -$12.9M – 52
2017
Q4 		$12.9M Sell
38,826
-3,142
-7% -$1.04M 2.44% 17
2017
Q3 		$13.5M Sell
41,968
-1,906
-4% -$610K 2.61% 16
2017
Q2 		$13.9M Sell
43,874
-23,866
-35% -$7.09M 2.89% 12
2017
Q1 		$16.8M Sell
67,740
-373
-0.5% -$89.9K 3.72% 5
2016
Q4 		$15.3M Buy
68,113
+953
+1% +$207K 3.76% 6
2016
Q3 		$15.1M Buy
67,160
+669
+1% +$151K 3.94% 5
2016
Q2 		$15.6M Sell
66,491
-2,525
-4% -$548K 4.42% 3
2016
Q1 		$14M Buy
69,016
+9
+0% +$1.7K 4.05% 6
2015
Q4 		$13.1M Buy
69,007
+1,412
+2% +$264K 4.04% 4
2015
Q3 		$12.6M Sell
67,595
-645
-0.9% -$122K 4.27% 4
2015
Q2 		$11.6M Buy
68,240
+610
+0.9% +$104K 3.64% 7
2015
Q1 		$11.3M Buy
67,630
+2,810
+4% +$482K 3.78% 5
2014
Q4 		$10.8M Sell
64,820
-280
-0.4% -$45.3K 3.5% 9
2014
Q3 		$9.29M Buy
+65,100
New +$9.62M 3.23% 11

Other funds holding BCR

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B 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

Baskin Financial Services's BCR Position: Q1 2018 in Review

Baskin Financial Services sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 38,826 shares — an estimated $12.9M sold.

Baskin Financial Services first reported a position in BCR in Q3 2014 and held it in 14 quarters. The position peaked at $16.8M in Q1 2017. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • Baskin Financial Services reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • Baskin Financial Services sold 38,826 CR Bard Inc. shares in Q1 2018, an estimated $12.9M.
  • Baskin Financial Services first reported a position in CR Bard Inc. in Q3 2014 and held it in 14 quarters.
  • Baskin Financial Services's CR Bard Inc. position peaked at $16.8M in Q1 2017.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Baskin Financial Services's 13F filing for Q1 2018, filed 30 Apr 2018.