Carson Wealth (CWM LLC)’s CR Bard Inc. BCR Stock Holding History

Carson Wealth (CWM LLC)’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 Q2	–	Sell	-565	Closed	-$140K	–	1394
2017 Q1	$140K	Hold	565	–	–	0.01%	327
2016 Q4	$127K	Hold	565	–	–	0.01%	323
2016 Q3	$127K	Hold	565	–	–	0.01%	310
2016 Q2	$133K	Hold	565	–	–	0.01%	275
2016 Q1	$115K	Hold	565	–	–	0.01%	268
2015 Q4	$107K	Hold	565	–	–	0.01%	257
2015 Q3	$105K	Buy	+565	New	+$107K	0.01%	238

Other funds holding BCR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ACPU

Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BCR Position: Q2 2017 in Review

Carson Wealth (CWM LLC) sold out of CR Bard Inc. (BCR) in Q2 2017, closing a stake of 565 shares — an estimated $140K sold.

Carson Wealth (CWM LLC) first reported a position in BCR in Q3 2015 and held it in 7 quarters. The position peaked at $140K in Q1 2017. 675 funds tracked by Wall St. Rank hold BCR as of Q2 2017.

Carson Wealth (CWM LLC) reported no remaining CR Bard Inc. position as of Q2 2017 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 565 CR Bard Inc. shares in Q2 2017, an estimated $140K.
Carson Wealth (CWM LLC) first reported a position in CR Bard Inc. in Q3 2015 and held it in 7 quarters.
Carson Wealth (CWM LLC)'s CR Bard Inc. position peaked at $140K in Q1 2017.
675 funds tracked by Wall St. Rank held CR Bard Inc. as of Q2 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2017, filed 17 Jul 2017.