GWM
BCR

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

Gupta 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
2016
Q1 		– Sell
-11
Closed -$2K – 1373
2015
Q4 		$2K Hold
11
– – ﹤0.01% 1161
2015
Q3 		$2K Hold
11
– – ﹤0.01% 1174
2015
Q2 		$2K Hold
11
– – ﹤0.01% 1177
2015
Q1 		$2K Buy
+11
New +$1.89K ﹤0.01% 1072

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gupta Wealth Management's BCR Position: Q1 2016 in Review

Gupta Wealth Management sold out of CR Bard Inc. (BCR) in Q1 2016, closing a stake of 11 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in BCR in Q1 2015 and held it in 4 quarters. The position peaked at $2K in Q4 2015. 633 funds tracked by Wall St. Rank hold BCR as of Q1 2016.

  • Gupta Wealth Management reported no remaining CR Bard Inc. position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 11 CR Bard Inc. shares in Q1 2016, an estimated $2K.
  • Gupta Wealth Management first reported a position in CR Bard Inc. in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's CR Bard Inc. position peaked at $2K in Q4 2015.
  • 633 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.