Evercore Wealth Management’s CR Bard Inc. BCR Stock Holding History

Evercore 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	-900	Closed	-$288K	–	949
2017 Q3	$288K	Hold	900	–	–	0.01%	320
2017 Q2	$284K	Sell	900 -200	-18%	-$59.4K	0.01%	326
2017 Q1	$273K	Hold	1,100	–	–	0.01%	330
2016 Q4	$247K	Sell	1,100 -216	-16%	-$46.9K	0.01%	334
2016 Q3	$295K	Buy	1,316 +62	+5%	+$14K	0.01%	311
2016 Q2	$295K	Hold	1,254	–	–	0.01%	302
2016 Q1	$254K	Hold	1,254	–	–	0.01%	316
2015 Q4	$238K	Buy	1,254 +154	+14%	+$28.8K	0.01%	344
2015 Q3	$205K	Hold	1,100	–	–	0.01%	374
2015 Q2	$187K	Hold	1,100	–	–	0.01%	431
2015 Q1	$184K	Hold	1,100	–	–	0.01%	434
2014 Q4	$183K	Hold	1,100	–	–	0.01%	374
2014 Q3	$157K	Hold	1,100	–	–	0.01%	440
2014 Q2	$158K	Buy	1,100 +400	+57%	+$57.1K	0.01%	431
2014 Q1	$104K	Buy	700 +200	+40%	+$27.7K	0.01%	480
2013 Q4	$67K	Hold	500	–	–	﹤0.01%	520
2013 Q3	$58K	Hold	500	–	–	﹤0.01%	559
2013 Q2	$54K	Buy	+500	New	+$52K	﹤0.01%	561

Other funds holding BCR

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

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 London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

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

Evercore Wealth Management's BCR Position: Q4 2017 in Review

Evercore Wealth Management sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 900 shares — an estimated $288K sold.

Evercore Wealth Management first reported a position in BCR in Q2 2013 and held it in 18 quarters. The position peaked at $295K in Q3 2016. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

Evercore Wealth Management reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
Evercore Wealth Management sold 900 CR Bard Inc. shares in Q4 2017, an estimated $288K.
Evercore Wealth Management first reported a position in CR Bard Inc. in Q2 2013 and held it in 18 quarters.
Evercore Wealth Management's CR Bard Inc. position peaked at $295K in Q3 2016.
111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Evercore Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.