GWM
BCR

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

Graybill 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
Q2 		– Sell
-12,142
Closed -$3.02M – 47
2017
Q1 		$3.02M Sell
12,142
-75
-0.6% -$18.1K 2.39% 21
2016
Q4 		$2.75M Buy
12,217
+265
+2% +$57.6K 2.34% 23
2016
Q3 		$2.68M Sell
11,952
-95
-0.8% -$21.4K 2.49% 22
2016
Q2 		$2.83M Sell
12,047
-325
-3% -$70.6K 2.62% 14
2016
Q1 		$2.51M Buy
12,372
+115
+0.9% +$21.7K 2.26% 25
2015
Q4 		$2.32M Sell
12,257
-420
-3% -$78.7K 2.01% 30
2015
Q3 		$2.36M Sell
12,677
-95
-0.7% -$18K 1.94% 31
2015
Q2 		$2.18M Sell
12,772
-360
-3% -$61.5K 1.61% 37
2015
Q1 		$2.2M Sell
13,132
-85
-0.6% -$14.6K 1.65% 36
2014
Q4 		$2.2M Sell
13,217
-5,260
-28% -$850K 1.67% 39
2014
Q3 		$2.64M Sell
18,477
-505
-3% -$74.6K 2.02% 28
2014
Q2 		$2.71M Buy
18,982
+235
+1% +$33.6K 2.1% 22
2014
Q1 		$2.77M Sell
18,747
-30
-0.2% -$4.15K 2.28% 16
2013
Q4 		$2.52M Sell
18,777
-237
-1% -$31.3K 2.2% 20
2013
Q3 		$2.19M Sell
19,014
-700
-4% -$80.3K 1.87% 27
2013
Q2 		$2.14M Buy
+19,714
New +$2.05M 1.92% 26

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACPU
Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Graybill Wealth Management's BCR Position: Q2 2017 in Review

Graybill Wealth Management sold out of CR Bard Inc. (BCR) in Q2 2017, closing a stake of 12,142 shares — an estimated $3.02M sold.

Graybill Wealth Management first reported a position in BCR in Q2 2013 and held it in 16 quarters. The position peaked at $3.02M in Q1 2017. 675 funds tracked by Wall St. Rank hold BCR as of Q2 2017.

  • Graybill Wealth Management reported no remaining CR Bard Inc. position as of Q2 2017 after selling out during the quarter.
  • Graybill Wealth Management sold 12,142 CR Bard Inc. shares in Q2 2017, an estimated $3.02M.
  • Graybill Wealth Management first reported a position in CR Bard Inc. in Q2 2013 and held it in 16 quarters.
  • Graybill Wealth Management's CR Bard Inc. position peaked at $3.02M in Q1 2017.
  • 675 funds tracked by Wall St. Rank held CR Bard Inc. as of Q2 2017.

Based on Graybill Wealth Management's 13F filing for Q2 2017, filed 4 Aug 2017.