BAMS
BCR

Bellevue Asset Management (Switzerland)’s CR Bard Inc. BCR Stock Holding History

Bellevue Asset Management (Switzerland)’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
2015
Q4 		$5.12M Buy
27,000
+2,500
+10% +$468K 0.78% 45
2015
Q3 		$4.57M Sell
24,500
-5,500
-18% -$1.04M 0.74% 49
2015
Q2 		$5.12M Hold
30,000
– – 0.71% 50
2015
Q1 		$5.02M Buy
+30,000
New +$5.14M 0.7% 51

Other funds holding BCR

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Bellevue Asset Management (Switzerland)'s BCR Position: Q4 2015 in Review

Bellevue Asset Management (Switzerland) increased its CR Bard Inc. (BCR) stake by 10% in Q4 2015, buying an estimated $468K and bringing the position to 27,000 shares worth $5.12M. The position accounts for 0.78% of the portfolio, ranked #45.

Bellevue Asset Management (Switzerland) first reported a position in BCR in Q1 2015 and has held it in 4 quarters since. The position peaked at $5.12M in Q2 2015. 608 funds tracked by Wall St. Rank hold BCR as of Q4 2015.

  • Bellevue Asset Management (Switzerland) held 27,000 shares of CR Bard Inc. worth $5.12M as of Q4 2015.
  • Bellevue Asset Management (Switzerland) bought 2,500 CR Bard Inc. shares in Q4 2015, an estimated $468K.
  • CR Bard Inc. made up 0.78% of Bellevue Asset Management (Switzerland)'s portfolio in Q4 2015, its #45 holding.
  • Bellevue Asset Management (Switzerland) first reported a position in CR Bard Inc. in Q1 2015 and has held it in 4 quarters since.
  • Bellevue Asset Management (Switzerland)'s CR Bard Inc. position peaked at $5.12M in Q2 2015.
  • 608 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2015.

Based on Bellevue Asset Management (Switzerland)'s 13F filing for Q4 2015, filed 12 Feb 2016.