Boston Family Office’s CR Bard Inc. BCR Stock Holding History

Boston Family Office’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	-4,493	Closed	-$1.44M	–	267
2017 Q3	$1.44M	Sell	4,493 -7	-0.2%	-$2.24K	0.16%	130
2017 Q2	$1.42M	Hold	4,500	–	–	0.17%	130
2017 Q1	$1.12M	Buy	4,500 +200	+5%	+$48.2K	0.14%	140
2016 Q4	$966K	Hold	4,300	–	–	0.13%	151
2016 Q3	$964K	Sell	4,300 -625	-13%	-$141K	0.12%	148
2016 Q2	$1.16M	Hold	4,925	–	–	0.15%	138
2016 Q1	$998K	Sell	4,925 -75	-2%	-$14.2K	0.13%	144
2015 Q4	$947K	Hold	5,000	–	–	0.13%	143
2015 Q3	$932K	Sell	5,000 -460	-8%	-$87.1K	0.13%	142
2015 Q2	$932K	Buy	5,460 +1,835	+51%	+$314K	0.12%	152
2015 Q1	$607K	Hold	3,625	–	–	0.08%	184
2014 Q4	$604K	Buy	3,625 +350	+11%	+$56.6K	0.08%	184
2014 Q3	$467K	Buy	3,275 +150	+5%	+$22.2K	0.06%	201
2014 Q2	$447K	Hold	3,125	–	–	0.06%	210
2014 Q1	$462K	Sell	3,125 -50	-2%	-$6.92K	0.06%	204
2013 Q4	$425K	Hold	3,175	–	–	0.06%	201
2013 Q3	$366K	Buy	3,175 +200	+7%	+$22.9K	0.05%	210
2013 Q2	$323K	Buy	+2,975	New	+$310K	0.05%	213

Other funds holding BCR

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

Russell Investments Group

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

CIBC World Markets New York $20.8B AUM

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Quad Capital Management Advisors New York $31.4M AUM 22.55% 1-Year Est. Return

Andra AP-fonden Goteborg, Sweden $8.39B AUM 21.19% 1-Year Est. Return