BWM
BCR

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

Baystate 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
-60
Closed -$19K – 695
2017
Q3 		$19K Hold
60
– – ﹤0.01% 289
2017
Q2 		$19K Hold
60
– – ﹤0.01% 286
2017
Q1 		$15K Buy
60
+10
+20% +$2.41K ﹤0.01% 296
2016
Q4 		$11K Buy
+50
New +$10.9K ﹤0.01% 296

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
MUFG Securities EMEA
MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return
Gabelli Funds
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
CIBC World Markets
CIBC World Markets New York $20.8B AUM
Banco Santander
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
Andra AP-fonden
Andra AP-fonden Goteborg, Sweden $8.7B AUM 37.59% 1-Year Est. Return

Baystate Wealth Management's BCR Position: Q4 2017 in Review

Baystate Wealth Management sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 60 shares — an estimated $19K sold.

Baystate Wealth Management first reported a position in BCR in Q4 2016 and held it in 4 quarters. The position peaked at $19K in Q3 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Baystate Wealth Management reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 60 CR Bard Inc. shares in Q4 2017, an estimated $19K.
  • Baystate Wealth Management first reported a position in CR Bard Inc. in Q4 2016 and held it in 4 quarters.
  • Baystate Wealth Management's CR Bard Inc. position peaked at $19K in Q3 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Baystate Wealth Management's 13F filing for Q4 2017, filed 23 Jan 2018.