Creative Planning
BCR

Creative Planning’s CR Bard Inc. BCR Stock Holding History

Creative Planning’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
-8,212
Closed -$2.63M – 2070
2017
Q3 		$2.63M Buy
8,212
+2,881
+54% +$921K 0.01% 386
2017
Q2 		$1.69M Buy
5,331
+1,033
+24% +$307K 0.01% 490
2017
Q1 		$1.07M Buy
4,298
+29
+0.7% +$6.99K 0.01% 644
2016
Q4 		$959K Buy
4,269
+822
+24% +$179K 0.01% 641
2016
Q3 		$773K Buy
3,447
+109
+3% +$24.5K ﹤0.01% 697
2016
Q2 		$785K Buy
3,338
+63
+2% +$13.7K 0.01% 592
2016
Q1 		$664K Buy
3,275
+20
+0.6% +$3.77K 0.01% 641
2015
Q4 		$617K Sell
3,255
-115
-3% -$21.5K 0.01% 669
2015
Q3 		$628K Buy
+3,370
New +$638K 0.01% 651
2015
Q2 		– Sell
-3,926
Closed -$657K – 4219
2015
Q1 		$657K Buy
3,926
+4
+0.1% +$686 0.01% 616
2014
Q4 		$653K Buy
3,922
+601
+18% +$97.2K 0.01% 591
2014
Q3 		$474K Sell
3,321
-33
-1% -$4.87K 0.01% 679
2014
Q2 		$480K Buy
3,354
+33
+1% +$4.71K 0.01% 658
2014
Q1 		$491K Sell
3,321
-176
-5% -$24.4K 0.01% 625
2013
Q4 		$468K Hold
3,497
– – 0.01% 535
2013
Q3 		$403K Hold
3,497
– – 0.01% 506
2013
Q2 		$380K Buy
+3,497
New +$364K 0.01% 479

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

Creative Planning's BCR Position: Q4 2017 in Review

Creative Planning sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 8,212 shares — an estimated $2.63M sold.

Creative Planning first reported a position in BCR in Q2 2013 and held it in 17 quarters. The position peaked at $2.63M in Q3 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Creative Planning reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Creative Planning sold 8,212 CR Bard Inc. shares in Q4 2017, an estimated $2.63M.
  • Creative Planning first reported a position in CR Bard Inc. in Q2 2013 and held it in 17 quarters.
  • Creative Planning's CR Bard Inc. position peaked at $2.63M in Q3 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Creative Planning's 13F filing for Q4 2017, filed 17 Jan 2018.