FNBT
BCR

FineMark National Bank & Trust’s CR Bard Inc. BCR Stock Holding History

FineMark National Bank & Trust’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
-1,734
Closed -$574K – 411
2017
Q4 		$574K Sell
1,734
-3
-0.2% -$991 0.04% 214
2017
Q3 		$557K Sell
1,737
-600
-26% -$192K 0.04% 217
2017
Q2 		$739K Buy
2,337
+143
+7% +$42.5K 0.05% 176
2017
Q1 		$545K Hold
2,194
– – 0.04% 206
2016
Q4 		$493K Hold
2,194
– – 0.04% 218
2016
Q3 		$492K Buy
2,194
+1,875
+588% +$422K 0.05% 214
2016
Q2 		$75K Sell
319
-52
-14% -$11.3K 0.01% 509
2016
Q1 		$75K Buy
371
+57
+18% +$10.8K 0.01% 479
2015
Q4 		$59K Sell
314
-1
-0.3% -$187 0.01% 565
2015
Q3 		$59K Sell
315
-15
-5% -$2.84K 0.01% 582
2015
Q2 		$56K Sell
330
-244
-43% -$41.7K 0.01% 630
2015
Q1 		$96K Buy
574
+309
+117% +$53K 0.01% 496
2014
Q4 		$44K Sell
265
-30
-10% -$4.85K 0.01% 705
2014
Q3 		$42K Hold
295
– – 0.01% 676
2014
Q2 		$42K Hold
295
– – 0.01% 685
2014
Q1 		$44K Buy
295
+78
+36% +$10.8K 0.01% 651
2013
Q4 		$29K Buy
217
+12
+6% +$1.58K 0.01% 728
2013
Q3 		$24K Sell
205
-10
-5% -$1.15K 0.01% 755
2013
Q2 		$23K Buy
+215
New +$22.4K 0.01% 759

Other funds holding BCR

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
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

FineMark National Bank & Trust's BCR Position: Q1 2018 in Review

FineMark National Bank & Trust sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 1,734 shares — an estimated $574K sold.

FineMark National Bank & Trust first reported a position in BCR in Q2 2013 and held it in 19 quarters. The position peaked at $739K in Q2 2017. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • FineMark National Bank & Trust reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,734 CR Bard Inc. shares in Q1 2018, an estimated $574K.
  • FineMark National Bank & Trust first reported a position in CR Bard Inc. in Q2 2013 and held it in 19 quarters.
  • FineMark National Bank & Trust's CR Bard Inc. position peaked at $739K in Q2 2017.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on FineMark National Bank & Trust's 13F filing for Q1 2018, filed 26 Apr 2018.