CG
BCR

Clinton Group’s CR Bard Inc. BCR Stock Holding History

Clinton 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
2016
Q4 		– Sell
-3,687
Closed -$827K – 1123
2016
Q3 		$827K Buy
3,687
+2,730
+285% +$614K 0.04% 546
2016
Q2 		$225K Buy
+957
New +$208K 0.01% 808
2016
Q1 		– Sell
-2,939
Closed -$557K – 1100
2015
Q4 		$557K Buy
+2,939
New +$551K 0.05% 491
2015
Q2 		– Sell
-8,904
Closed -$1.49M – 793
2015
Q1 		$1.49M Buy
+8,904
New +$1.53M 0.39% 66
2014
Q4 		– Sell
-5,443
Closed -$777K – 645
2014
Q3 		$777K Buy
+5,443
New +$804K 0.31% 96
2014
Q2 		– Sell
-2,000
Closed -$296K – 511
2014
Q1 		$296K Buy
+2,000
New +$277K 0.11% 270
2013
Q4 		– Sell
-3,234
Closed -$373K – 488
2013
Q3 		$373K Buy
+3,234
New +$371K 0.11% 217

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Clinton Group's BCR Position: Q4 2016 in Review

Clinton Group sold out of CR Bard Inc. (BCR) in Q4 2016, closing a stake of 3,687 shares — an estimated $827K sold.

Clinton Group first reported a position in BCR in Q3 2013 and held it in 7 quarters. The position peaked at $1.49M in Q1 2015. 643 funds tracked by Wall St. Rank hold BCR as of Q4 2016.

  • Clinton Group reported no remaining CR Bard Inc. position as of Q4 2016 after selling out during the quarter.
  • Clinton Group sold 3,687 CR Bard Inc. shares in Q4 2016, an estimated $827K.
  • Clinton Group first reported a position in CR Bard Inc. in Q3 2013 and held it in 7 quarters.
  • Clinton Group's CR Bard Inc. position peaked at $1.49M in Q1 2015.
  • 643 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2016.

Based on Clinton Group's 13F filing for Q4 2016, filed 14 Feb 2017.