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

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

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

Charter Research & Investment Group's BCR Position: Q1 2018 in Review

Charter Research & Investment Group sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 1,500 shares — an estimated $497K sold.

Charter Research & Investment Group first reported a position in BCR in Q4 2014 and held it in 9 quarters. The position peaked at $728K in Q1 2015. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

Charter Research & Investment Group reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
Charter Research & Investment Group sold 1,500 CR Bard Inc. shares in Q1 2018, an estimated $497K.
Charter Research & Investment Group first reported a position in CR Bard Inc. in Q4 2014 and held it in 9 quarters.
Charter Research & Investment Group's CR Bard Inc. position peaked at $728K in Q1 2015.
3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Charter Research & Investment Group's 13F filing for Q1 2018, filed 15 May 2018.