Carroll Financial Associates’s CR Bard Inc. BCR Stock Holding History

Carroll Financial Associates’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	-113	Closed	-$37K	–	1405
2017 Q4	$37K	Hold	113	–	–	﹤0.01%	542
2017 Q3	$36K	Buy	113 +5	+5%	+$1.6K	﹤0.01%	550
2017 Q2	$34K	Sell	108 -29	-21%	-$8.61K	﹤0.01%	568
2017 Q1	$34K	Hold	137	–	–	﹤0.01%	551
2016 Q4	$30K	Hold	137	–	–	﹤0.01%	561
2016 Q3	$30K	Hold	137	–	–	﹤0.01%	565
2016 Q2	$32K	Buy	137 +100	+270%	+$21.7K	0.01%	524
2016 Q1	$7K	Buy	37 +2	+6%	+$377	﹤0.01%	850
2015 Q4	$6K	Hold	35	–	–	﹤0.01%	846
2015 Q3	$6K	Buy	35 +1	+3%	+$189	﹤0.01%	830
2015 Q2	$6K	Buy	+34	New	+$5.81K	﹤0.01%	838

Other funds holding BCR

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

Carroll Financial Associates's BCR Position: Q1 2018 in Review

Carroll Financial Associates sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 113 shares — an estimated $37K sold.

Carroll Financial Associates first reported a position in BCR in Q2 2015 and held it in 11 quarters. The position peaked at $37K in Q4 2017. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

Carroll Financial Associates reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
Carroll Financial Associates sold 113 CR Bard Inc. shares in Q1 2018, an estimated $37K.
Carroll Financial Associates first reported a position in CR Bard Inc. in Q2 2015 and held it in 11 quarters.
Carroll Financial Associates's CR Bard Inc. position peaked at $37K in Q4 2017.
3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Carroll Financial Associates's 13F filing for Q1 2018, filed 6 Apr 2018.