CT
BCR

Chicago Trust’s CR Bard Inc. BCR Stock Holding History

Chicago Trust’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
-1,235
Closed -$409K – 165
2017
Q4 		$409K Hold
1,235
– – 0.16% 108
2017
Q3 		$396K Hold
1,235
– – 0.17% 107
2017
Q2 		$390K Sell
1,235
-300
-20% -$89.1K 0.17% 106
2017
Q1 		$382K Hold
1,535
– – 0.17% 111
2016
Q4 		$345K Hold
1,535
– – 0.15% 114
2016
Q3 		$344K Hold
1,535
– – 0.15% 113
2016
Q2 		$361K Hold
1,535
– – 0.15% 115
2016
Q1 		$311K Sell
1,535
-75
-5% -$14.2K 0.13% 118
2015
Q4 		$305K Hold
1,610
– – 0.12% 125
2015
Q3 		$300K Sell
1,610
-100
-6% -$18.9K 0.12% 131
2015
Q2 		$292K Sell
1,710
-450
-21% -$76.9K 0.1% 139
2015
Q1 		$362K Buy
+2,160
New +$370K 0.12% 131

Other funds holding BCR

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
IA
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

Chicago Trust's BCR Position: Q1 2018 in Review

Chicago Trust sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 1,235 shares — an estimated $409K sold.

Chicago Trust first reported a position in BCR in Q1 2015 and held it in 12 quarters. The position peaked at $409K in Q4 2017. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • Chicago Trust reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • Chicago Trust sold 1,235 CR Bard Inc. shares in Q1 2018, an estimated $409K.
  • Chicago Trust first reported a position in CR Bard Inc. in Q1 2015 and held it in 12 quarters.
  • Chicago Trust's CR Bard Inc. position peaked at $409K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Chicago Trust's 13F filing for Q1 2018, filed 11 May 2018.