CFMC
BCR

Curbstone Financial Management Corp’s CR Bard Inc. BCR Stock Holding History

Curbstone Financial Management Corp’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
-2,750
Closed -$881K – 169
2017
Q3 		$881K Buy
2,750
+615
+29% +$197K 0.26% 105
2017
Q2 		$675K Sell
2,135
-200
-9% -$59.4K 0.41% 72
2017
Q1 		$580K Sell
2,335
-165
-7% -$39.8K 0.36% 77
2016
Q4 		$562K Sell
2,500
-2,700
-52% -$587K 0.35% 79
2016
Q3 		$1.17M Hold
5,200
– – 0.37% 79
2016
Q2 		$1.22M Sell
5,200
-1,990
-28% -$432K 0.41% 73
2016
Q1 		$1.46M Sell
7,190
-250
-3% -$47.2K 0.49% 62
2015
Q4 		$1.41M Buy
7,440
+3,720
+100% +$697K 0.48% 61
2015
Q3 		$693K Buy
3,720
+295
+9% +$55.9K 0.5% 59
2015
Q2 		$585K Buy
3,425
+150
+5% +$25.6K 0.39% 76
2015
Q1 		$548K Buy
3,275
+1,175
+56% +$201K 0.37% 79
2014
Q4 		$350K Buy
2,100
+350
+20% +$56.6K 0.27% 95
2014
Q3 		$250K Buy
1,750
+75
+4% +$11.1K 0.2% 118
2014
Q2 		$240K Buy
+1,675
New +$239K 0.18% 121

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
MUFG Securities EMEA
MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return
Gabelli Funds
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
CIBC World Markets
CIBC World Markets New York $20.8B AUM
Banco Santander
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
Andra AP-fonden
Andra AP-fonden Goteborg, Sweden $8.7B AUM 37.59% 1-Year Est. Return

Curbstone Financial Management Corp's BCR Position: Q4 2017 in Review

Curbstone Financial Management Corp sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 2,750 shares — an estimated $881K sold.

Curbstone Financial Management Corp first reported a position in BCR in Q2 2014 and held it in 14 quarters. The position peaked at $1.46M in Q1 2016. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Curbstone Financial Management Corp reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Curbstone Financial Management Corp sold 2,750 CR Bard Inc. shares in Q4 2017, an estimated $881K.
  • Curbstone Financial Management Corp first reported a position in CR Bard Inc. in Q2 2014 and held it in 14 quarters.
  • Curbstone Financial Management Corp's CR Bard Inc. position peaked at $1.46M in Q1 2016.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Curbstone Financial Management Corp's 13F filing for Q4 2017, filed 8 Jan 2018.