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CRIG
BCR
Charter Research & Investment Group’s
CR Bard Inc.
BCR
Stock Holding History
Charter Research & Investment Group’s Portfolio
BCR Stock Details
BCR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q1
–
Sell
-1,500
Closed
-$497K
–
73
2017
Q4
$497K
Buy
+1,500
New
+$495K
0.56%
45
2016
Q3
$336K
Hold
1,500
–
–
0.39%
56
2016
Q2
$353K
Hold
1,500
–
–
0.4%
56
2016
Q1
$304K
Hold
1,500
–
–
0.35%
57
2015
Q4
$284K
Hold
1,500
–
–
0.33%
59
2015
Q3
$279K
Hold
1,500
–
–
0.37%
57
2015
Q2
$256K
Sell
1,500
-2,850
-66%
-$487K
0.28%
65
2015
Q1
$728K
Hold
4,350
–
–
0.81%
36
2014
Q4
$725K
Buy
+4,350
New
+$703K
0.79%
37
Other funds holding BCR
GT
Glenmede Trust
Philadelphia, Pennsylvania
$20.4B AUM
IA
IFP Advisors
Tampa, Florida
$4.82B AUM
20.19%
1-Year Est. Return
SWM
SVA Wealth Management
Madison, Wisconsin
$1.15B AUM
22.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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