Everence Capital Management’s CR Bard Inc. BCR Stock Holding History

Everence Capital 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
2018 Q1	–	Sell	-1,405	Closed	-$465K	–	443
2017 Q4	$465K	Sell	1,405 -773	-35%	-$255K	0.1%	230
2017 Q3	$698K	Hold	2,178	–	–	0.16%	173
2017 Q2	$688K	Hold	2,178	–	–	0.17%	166
2017 Q1	$541K	Hold	2,178	–	–	0.14%	189
2016 Q4	$489K	Buy	+2,178	New	+$473K	0.14%	193

Other funds holding BCR

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Everence Capital Management's BCR Position: Q1 2018 in Review

Everence Capital Management sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 1,405 shares — an estimated $465K sold.

Everence Capital Management first reported a position in BCR in Q4 2016 and held it in 5 quarters. The position peaked at $698K in Q3 2017. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

Everence Capital Management reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
Everence Capital Management sold 1,405 CR Bard Inc. shares in Q1 2018, an estimated $465K.
Everence Capital Management first reported a position in CR Bard Inc. in Q4 2016 and held it in 5 quarters.
Everence Capital Management's CR Bard Inc. position peaked at $698K in Q3 2017.
3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Everence Capital Management's 13F filing for Q1 2018, filed 30 Apr 2018.