CWM
BCR

Cornerstone Wealth Management’s CR Bard Inc. BCR Stock Holding History

Cornerstone Wealth Management’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
-1,698
Closed -$547K – 432
2017
Q3 		$547K Buy
1,698
+3
+0.2% +$959 0.11% 186
2017
Q2 		$538K Sell
1,695
-138
-8% -$41K 0.12% 166
2017
Q1 		$457K Buy
+1,833
New +$442K 0.11% 183
2016
Q4 		– Sell
-1,393
Closed -$308K – 311
2016
Q3 		$308K Buy
+1,393
New +$314K 0.11% 187

Other funds holding BCR

Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 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

Cornerstone Wealth Management's BCR Position: Q4 2017 in Review

Cornerstone Wealth Management sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 1,698 shares — an estimated $547K sold.

Cornerstone Wealth Management first reported a position in BCR in Q3 2016 and held it in 4 quarters. The position peaked at $547K in Q3 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Cornerstone Wealth Management reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Cornerstone Wealth Management sold 1,698 CR Bard Inc. shares in Q4 2017, an estimated $547K.
  • Cornerstone Wealth Management first reported a position in CR Bard Inc. in Q3 2016 and held it in 4 quarters.
  • Cornerstone Wealth Management's CR Bard Inc. position peaked at $547K in Q3 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Cornerstone Wealth Management's 13F filing for Q4 2017, filed 9 Feb 2018.