FM
BCR

Foster & Motley’s CR Bard Inc. BCR Stock Holding History

Foster & Motley’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
-3,464
Closed -$1.15M – 230
2017
Q4 		$1.15M Sell
3,464
-223
-6% -$73.7K 0.18% 116
2017
Q3 		$1.18M Sell
3,687
-263
-7% -$84.1K 0.2% 107
2017
Q2 		$1.25M Sell
3,950
-458
-10% -$136K 0.22% 98
2017
Q1 		$1.1M Sell
4,408
-120
-3% -$28.9K 0.2% 103
2016
Q4 		$1.02M Buy
4,528
+677
+18% +$147K 0.19% 107
2016
Q3 		$864K Hold
3,851
– – 0.17% 116
2016
Q2 		$906K Buy
3,851
+11
+0.3% +$2.39K 0.18% 108
2016
Q1 		$778K Buy
3,840
+1,768
+85% +$334K 0.16% 111
2015
Q4 		$393K Buy
2,072
+130
+7% +$24.4K 0.08% 137
2015
Q3 		$362K Sell
1,942
-36
-2% -$6.82K 0.08% 138
2015
Q2 		$338K Sell
1,978
-147
-7% -$25.1K 0.07% 145
2015
Q1 		$356K Buy
2,125
+51
+2% +$8.74K 0.08% 144
2014
Q4 		$346K Sell
2,074
-52
-2% -$8.41K 0.08% 142
2014
Q3 		$303K Sell
2,126
-62
-3% -$9.16K 0.07% 141
2014
Q2 		$313K Buy
2,188
+359
+20% +$51.3K 0.07% 142
2014
Q1 		$271K Buy
+1,829
New +$253K 0.07% 147

Other funds holding BCR

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Foster & Motley's BCR Position: Q1 2018 in Review

Foster & Motley sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 3,464 shares — an estimated $1.15M sold.

Foster & Motley first reported a position in BCR in Q1 2014 and held it in 16 quarters. The position peaked at $1.25M in Q2 2017. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • Foster & Motley reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • Foster & Motley sold 3,464 CR Bard Inc. shares in Q1 2018, an estimated $1.15M.
  • Foster & Motley first reported a position in CR Bard Inc. in Q1 2014 and held it in 16 quarters.
  • Foster & Motley's CR Bard Inc. position peaked at $1.25M in Q2 2017.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Foster & Motley's 13F filing for Q1 2018, filed 14 May 2018.