Gemmer Asset Management’s CR Bard Inc. BCR Stock Holding History

Gemmer Asset 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	-37	Closed	-$12K	–	1548
2017 Q4	$12K	Hold	37	–	–	﹤0.01%	644
2017 Q3	$12K	Buy	37 +9	+32%	+$2.88K	﹤0.01%	605
2017 Q2	$9K	Hold	28	–	–	﹤0.01%	724
2017 Q1	$7K	Hold	28	–	–	﹤0.01%	840
2016 Q4	$6K	Hold	28	–	–	﹤0.01%	878
2016 Q3	$6K	Hold	28	–	–	﹤0.01%	871
2016 Q2	$7K	Hold	28	–	–	﹤0.01%	764
2016 Q1	$5K	Hold	28	–	–	﹤0.01%	865
2015 Q4	$5K	Hold	28	–	–	﹤0.01%	889
2015 Q3	$5K	Hold	28	–	–	﹤0.01%	866
2015 Q2	$5K	Buy	28 +8	+40%	+$1.37K	﹤0.01%	900
2015 Q1	$3K	Buy	20 +4	+25%	+$686	﹤0.01%	1131
2014 Q4	$3K	Hold	16	–	–	﹤0.01%	1111
2014 Q3	$2K	Hold	16	–	–	﹤0.01%	1229
2014 Q2	$2K	Hold	16	–	–	﹤0.01%	1260
2014 Q1	$2K	Buy	+16	New	+$2.21K	﹤0.01%	1243

Other funds holding BCR

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

Gemmer Asset Management's BCR Position: Q1 2018 in Review

Gemmer Asset Management sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 37 shares — an estimated $12K sold.

Gemmer Asset Management first reported a position in BCR in Q1 2014 and held it in 16 quarters. The position peaked at $12K in Q4 2017. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

Gemmer Asset Management reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
Gemmer Asset Management sold 37 CR Bard Inc. shares in Q1 2018, an estimated $12K.
Gemmer Asset Management first reported a position in CR Bard Inc. in Q1 2014 and held it in 16 quarters.
Gemmer Asset Management's CR Bard Inc. position peaked at $12K in Q4 2017.
3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Gemmer Asset Management's 13F filing for Q1 2018, filed 11 May 2018.