Carson Wealth (CWM LLC)
BCR

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HBK Investments
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
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
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.