EIM
BCR

Essex Investment Management’s CR Bard Inc. BCR Stock Holding History

Essex Investment 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
2016
Q4 		– Sell
-3,757
Closed -$843K – 407
2016
Q3 		$843K Hold
3,757
– – 0.14% 187
2016
Q2 		$883K Hold
3,757
– – 0.15% 163
2016
Q1 		$761K Buy
+3,757
New +$709K 0.13% 169

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Essex Investment Management's BCR Position: Q4 2016 in Review

Essex Investment Management sold out of CR Bard Inc. (BCR) in Q4 2016, closing a stake of 3,757 shares — an estimated $843K sold.

Essex Investment Management first reported a position in BCR in Q1 2016 and held it in 3 quarters. The position peaked at $883K in Q2 2016. 644 funds tracked by Wall St. Rank hold BCR as of Q4 2016.

  • Essex Investment Management reported no remaining CR Bard Inc. position as of Q4 2016 after selling out during the quarter.
  • Essex Investment Management sold 3,757 CR Bard Inc. shares in Q4 2016, an estimated $843K.
  • Essex Investment Management first reported a position in CR Bard Inc. in Q1 2016 and held it in 3 quarters.
  • Essex Investment Management's CR Bard Inc. position peaked at $883K in Q2 2016.
  • 644 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2016.

Based on Essex Investment Management's 13F filing for Q4 2016, filed 8 Feb 2017.