CTA
BCR

Chesley Taft & Associates’s CR Bard Inc. BCR Stock Holding History

Chesley Taft & 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
-635
Closed -$210K – 295
2017
Q4 		$210K Sell
635
-150
-19% -$49.5K 0.02% 280
2017
Q3 		$252K Hold
785
– – 0.02% 263
2017
Q2 		$248K Buy
+785
New +$233K 0.02% 257
2014
Q2 		– Sell
-51,879
Closed -$7.68M – 257
2014
Q1 		$7.68M Sell
51,879
-700
-1% -$96.9K 0.82% 48
2013
Q4 		$7.04M Sell
52,579
-350
-0.7% -$46.2K 0.7% 49
2013
Q3 		$6.1M Sell
52,929
-450
-0.8% -$51.6K 0.66% 51
2013
Q2 		$5.8M Buy
+53,379
New +$5.55M 0.67% 47

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

Chesley Taft & Associates's BCR Position: Q1 2018 in Review

Chesley Taft & Associates sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 635 shares — an estimated $210K sold.

Chesley Taft & Associates first reported a position in BCR in Q2 2013 and held it in 7 quarters. The position peaked at $7.68M in Q1 2014. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • Chesley Taft & Associates reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • Chesley Taft & Associates sold 635 CR Bard Inc. shares in Q1 2018, an estimated $210K.
  • Chesley Taft & Associates first reported a position in CR Bard Inc. in Q2 2013 and held it in 7 quarters.
  • Chesley Taft & Associates's CR Bard Inc. position peaked at $7.68M in Q1 2014.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Chesley Taft & Associates's 13F filing for Q1 2018, filed 11 Apr 2018.