DPA
BCR

Delphi Private Advisors’s CR Bard Inc. BCR Stock Holding History

Delphi Private Advisors’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
Q1 		– Sell
-6
Closed -$1K – 360
2016
Q4 		$1K Sell
6
-16
-73% -$3.48K ﹤0.01% 258
2016
Q3 		$5K Buy
22
+15
+214% +$3.38K 0.01% 176
2016
Q2 		$2K Hold
7
– – ﹤0.01% 310
2016
Q1 		$1K Hold
7
– – ﹤0.01% 311
2015
Q4 		$1K Buy
+7
New +$1.31K ﹤0.01% 362

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Delphi Private Advisors's BCR Position: Q1 2017 in Review

Delphi Private Advisors sold out of CR Bard Inc. (BCR) in Q1 2017, closing a stake of 6 shares — an estimated $1K sold.

Delphi Private Advisors first reported a position in BCR in Q4 2015 and held it in 5 quarters. The position peaked at $5K in Q3 2016. 684 funds tracked by Wall St. Rank hold BCR as of Q1 2017.

  • Delphi Private Advisors reported no remaining CR Bard Inc. position as of Q1 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 6 CR Bard Inc. shares in Q1 2017, an estimated $1K.
  • Delphi Private Advisors first reported a position in CR Bard Inc. in Q4 2015 and held it in 5 quarters.
  • Delphi Private Advisors's CR Bard Inc. position peaked at $5K in Q3 2016.
  • 684 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.