Capstone Investment Advisors
BCR

Capstone Investment Advisors’s CR Bard Inc. BCR Stock Holding History

Capstone Investment Advisors’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
-56,629
Closed -$18.1M – 768
2017
Q3 		$18.1M Sell
56,629
-3,371
-6% -$1.08M 0.64% 42
2017
Q2 		$19M Buy
60,000
+33,999
+131% +$10.1M 0.52% 51
2017
Q1 		$6.46M Buy
+26,001
New +$6.27M 0.16% 107

Other funds holding BCR

Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.46% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 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

Capstone Investment Advisors's BCR Position: Q4 2017 in Review

Capstone Investment Advisors sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 56,629 shares — an estimated $18.1M sold.

Capstone Investment Advisors first reported a position in BCR in Q1 2017 and held it in 3 quarters. The position peaked at $19M in Q2 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Capstone Investment Advisors reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 56,629 CR Bard Inc. shares in Q4 2017, an estimated $18.1M.
  • Capstone Investment Advisors first reported a position in CR Bard Inc. in Q1 2017 and held it in 3 quarters.
  • Capstone Investment Advisors's CR Bard Inc. position peaked at $19M in Q2 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Capstone Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.