EHWM
BCR

Eads & Heald Wealth Management’s CR Bard Inc. BCR Stock Holding History

Eads & Heald 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
-3,509
Closed -$1.13M – 135
2017
Q3 		$1.13M Sell
3,509
-115
-3% -$36.8K 0.7% 72
2017
Q2 		$1.15M Sell
3,624
-2,274
-39% -$675K 0.74% 70
2017
Q1 		$1.47M Sell
5,898
-137
-2% -$33K 0.94% 53
2016
Q4 		$1.36M Buy
6,035
+99
+2% +$21.5K 0.92% 50
2016
Q3 		$1.33M Sell
5,936
-24
-0.4% -$5.4K 0.92% 51
2016
Q2 		$1.4M Sell
5,960
-446
-7% -$96.9K 0.96% 48
2016
Q1 		$1.3M Sell
6,406
-297
-4% -$56K 0.9% 54
2015
Q4 		$1.27M Buy
6,703
+65
+1% +$12.2K 0.88% 55
2015
Q3 		$1.24M Sell
6,638
-994
-13% -$188K 0.88% 53
2015
Q2 		$1.3M Sell
7,632
-84
-1% -$14.4K 0.86% 57
2015
Q1 		$1.29M Sell
7,716
-351
-4% -$60.2K 0.83% 59
2014
Q4 		$1.34M Sell
8,067
-278
-3% -$44.9K 0.85% 58
2014
Q3 		$1.19M Sell
8,345
-336
-4% -$49.6K 0.81% 61
2014
Q2 		$1.24M Sell
8,681
-3,038
-26% -$434K 0.82% 61
2014
Q1 		$1.73M Sell
11,719
-350
-3% -$48.4K 1.14% 40
2013
Q4 		$1.62M Sell
12,069
-2,430
-17% -$320K 1.07% 43
2013
Q3 		$1.67M Sell
14,499
-827
-5% -$94.8K 1.19% 39
2013
Q2 		$1.67M Buy
+15,326
New +$1.59M 1.18% 41

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

Eads & Heald Wealth Management's BCR Position: Q4 2017 in Review

Eads & Heald Wealth Management sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 3,509 shares — an estimated $1.13M sold.

Eads & Heald Wealth Management first reported a position in BCR in Q2 2013 and held it in 18 quarters. The position peaked at $1.73M in Q1 2014. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Eads & Heald Wealth Management reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 3,509 CR Bard Inc. shares in Q4 2017, an estimated $1.13M.
  • Eads & Heald Wealth Management first reported a position in CR Bard Inc. in Q2 2013 and held it in 18 quarters.
  • Eads & Heald Wealth Management's CR Bard Inc. position peaked at $1.73M in Q1 2014.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Eads & Heald Wealth Management's 13F filing for Q4 2017, filed 31 Jan 2018.