CSIC
BCR

Clifford Swan Investment Counsel’s CR Bard Inc. BCR Stock Holding History

Clifford Swan Investment Counsel’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
Q4 		– Sell
-35,464
Closed -$11.4M – 327
2017
Q3 		$11.4M Sell
35,464
-2,325
-6% -$744K 0.69% 53
2017
Q2 		$11.9M Sell
37,789
-566
-1% -$168K 0.74% 47
2017
Q1 		$9.53M Sell
38,355
-3,358
-8% -$810K 0.61% 56
2016
Q4 		$9.37M Sell
41,713
-565
-1% -$123K 0.63% 57
2016
Q3 		$9.48M Sell
42,278
-1,013
-2% -$228K 0.64% 57
2016
Q2 		$10.2M Sell
43,291
-8,682
-17% -$1.89M 0.7% 53
2016
Q1 		$10.5M Sell
51,973
-4,333
-8% -$818K 0.71% 52
2015
Q4 		$10.7M Sell
56,306
-2,943
-5% -$551K 0.73% 48
2015
Q3 		$11M Sell
59,249
-3,595
-6% -$681K 0.79% 46
2015
Q2 		$10.7M Sell
62,844
-2,334
-4% -$399K 0.72% 48
2015
Q1 		$10.9M Buy
65,178
+183
+0.3% +$31.4K 0.72% 47
2014
Q4 		$10.8M Sell
64,995
-1,347
-2% -$218K 0.71% 45
2014
Q3 		$9.47M Buy
66,342
+333
+0.5% +$49.2K 0.65% 48
2014
Q2 		$9.44M Sell
66,009
-4,183
-6% -$598K 0.64% 50
2014
Q1 		$10.4M Sell
70,192
-3,170
-4% -$439K 0.73% 46
2013
Q4 		$9.83M Buy
73,362
+1,305
+2% +$172K 0.71% 47
2013
Q3 		$8.3M Buy
72,057
+1,195
+2% +$137K 0.66% 49
2013
Q2 		$7.7M Buy
+70,862
New +$7.37M 0.64% 49

Other funds holding BCR

Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.46% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
QCMA
Quad Capital Management Advisors New York $31.4M AUM 22.55% 1-Year Est. Return
AAF
Andra AP-fonden Goteborg, Sweden $8.39B AUM 21.19% 1-Year Est. Return

Clifford Swan Investment Counsel's BCR Position: Q4 2017 in Review

Clifford Swan Investment Counsel sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 35,464 shares — an estimated $11.4M sold.

Clifford Swan Investment Counsel first reported a position in BCR in Q2 2013 and held it in 18 quarters. The position peaked at $11.9M in Q2 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Clifford Swan Investment Counsel reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 35,464 CR Bard Inc. shares in Q4 2017, an estimated $11.4M.
  • Clifford Swan Investment Counsel first reported a position in CR Bard Inc. in Q2 2013 and held it in 18 quarters.
  • Clifford Swan Investment Counsel's CR Bard Inc. position peaked at $11.9M in Q2 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.