HTC
BCR

Haverford Trust Company’s CR Bard Inc. BCR Stock Holding History

Haverford Trust Company’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
-1,056
Closed -$350K – 313
2017
Q4 		$350K Sell
1,056
-4,110
-80% -$1.36M 0.01% 223
2017
Q3 		$1.66M Sell
5,166
-29
-0.6% -$9.27K 0.03% 121
2017
Q2 		$1.64M Buy
5,195
+1,485
+40% +$441K 0.04% 117
2017
Q1 		$922K Sell
3,710
-302
-8% -$72.8K 0.02% 138
2016
Q4 		$901K Buy
4,012
+11
+0.3% +$2.39K 0.02% 139
2016
Q3 		$897K Sell
4,001
-21
-0.5% -$4.73K 0.02% 133
2016
Q2 		$946K Sell
4,022
-200
-5% -$43.4K 0.02% 130
2016
Q1 		$856K Sell
4,222
-699
-14% -$132K 0.02% 136
2015
Q4 		$932K Buy
4,921
+660
+15% +$124K 0.03% 134
2015
Q3 		$794K Buy
4,261
+2,699
+173% +$511K 0.02% 135
2015
Q2 		$267K Hold
1,562
– – 0.01% 196
2015
Q1 		$261K Buy
+1,562
New +$268K 0.01% 202

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

Haverford Trust Company's BCR Position: Q1 2018 in Review

Haverford Trust Company sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 1,056 shares — an estimated $350K sold.

Haverford Trust Company first reported a position in BCR in Q1 2015 and held it in 12 quarters. The position peaked at $1.66M in Q3 2017. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • Haverford Trust Company reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • Haverford Trust Company sold 1,056 CR Bard Inc. shares in Q1 2018, an estimated $350K.
  • Haverford Trust Company first reported a position in CR Bard Inc. in Q1 2015 and held it in 12 quarters.
  • Haverford Trust Company's CR Bard Inc. position peaked at $1.66M in Q3 2017.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Haverford Trust Company's 13F filing for Q1 2018, filed 9 May 2018.