HSA
BCR

HBK Sorce Advisory’s CR Bard Inc. BCR Stock Holding History

HBK Sorce Advisory’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
-1,137
Closed -$377K – 416
2017
Q4 		$377K Sell
1,137
-708
-38% -$234K 0.04% 272
2017
Q3 		$591K Sell
1,845
-541
-23% -$173K 0.09% 155
2017
Q2 		$754K Sell
2,386
-546
-19% -$162K 0.12% 122
2017
Q1 		$729K Sell
2,932
-854
-23% -$206K 0.12% 121
2016
Q4 		$851K Hold
3,786
– – 0.15% 104
2016
Q3 		$849K Sell
3,786
-12
-0.3% -$2.7K 0.17% 91
2016
Q2 		$893K Hold
3,798
– – 0.19% 87
2016
Q1 		$770K Hold
3,798
– – 0.18% 84
2015
Q4 		$719K Hold
3,798
– – 0.19% 85
2015
Q3 		$708K Sell
3,798
-14
-0.4% -$2.65K 0.23% 63
2015
Q2 		$651K Hold
3,812
– – 0.22% 72
2015
Q1 		$638K Hold
3,812
– – 0.22% 74
2014
Q4 		$635K Hold
3,812
– – 0.22% 83
2014
Q3 		$544K Hold
3,812
– – 0.2% 78
2014
Q2 		$545K Sell
3,812
-1
-0% -$143 0.19% 79
2014
Q1 		$564K Hold
3,813
– – 0.21% 77
2013
Q4 		$511K Hold
3,813
– – 0.18% 77
2013
Q3 		$439K Hold
3,813
– – 0.18% 82
2013
Q2 		$414K Buy
+3,813
New +$397K 0.18% 85

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

HBK Sorce Advisory's BCR Position: Q1 2018 in Review

HBK Sorce Advisory sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 1,137 shares — an estimated $377K sold.

HBK Sorce Advisory first reported a position in BCR in Q2 2013 and held it in 19 quarters. The position peaked at $893K in Q2 2016. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • HBK Sorce Advisory reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • HBK Sorce Advisory sold 1,137 CR Bard Inc. shares in Q1 2018, an estimated $377K.
  • HBK Sorce Advisory first reported a position in CR Bard Inc. in Q2 2013 and held it in 19 quarters.
  • HBK Sorce Advisory's CR Bard Inc. position peaked at $893K in Q2 2016.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on HBK Sorce Advisory's 13F filing for Q1 2018, filed 15 May 2018.