HFS
BCR

HL Financial Services’s CR Bard Inc. BCR Stock Holding History

HL Financial Services’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
-1,107
Closed -$367K – 733
2017
Q4 		$367K Sell
1,107
-10,577
-91% -$3.49M 0.01% 477
2017
Q3 		$3.75M Sell
11,684
-6,537
-36% -$2.09M 0.07% 182
2017
Q2 		$5.76M Sell
18,221
-8,348
-31% -$2.48M 0.12% 110
2017
Q1 		$6.6M Sell
26,569
-631
-2% -$152K 0.14% 97
2016
Q4 		$6.11M Buy
27,200
+15,021
+123% +$3.26M 0.13% 98
2016
Q3 		$2.73M Sell
12,179
-15,000
-55% -$3.38M 0.06% 188
2016
Q2 		$6.39M Sell
27,179
-100
-0.4% -$21.7K 0.15% 90
2016
Q1 		$5.53M Sell
27,279
-1,237
-4% -$233K 0.13% 95
2015
Q4 		$5.4M Buy
28,516
+890
+3% +$167K 0.14% 97
2015
Q3 		$5.15M Buy
27,626
+315
+1% +$59.6K 0.15% 93
2015
Q2 		$4.66M Buy
27,311
+546
+2% +$93.3K 0.12% 108
2015
Q1 		$4.48M Sell
26,765
-13,846
-34% -$2.37M 0.12% 107
2014
Q4 		$6.77M Buy
40,611
+14,668
+57% +$2.37M 0.19% 78
2014
Q3 		$3.7M Hold
25,943
– – 0.11% 123
2014
Q2 		$3.71M Sell
25,943
-225
-0.9% -$32.1K 0.11% 123
2014
Q1 		$3.87M Buy
26,168
+813
+3% +$113K 0.12% 115
2013
Q4 		$3.4M Buy
25,355
+19,195
+312% +$2.53M 0.1% 126
2013
Q3 		$710K Buy
6,160
+2,154
+54% +$247K 0.02% 280
2013
Q2 		$435K Buy
+4,006
New +$417K 0.02% 366

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

HL Financial Services's BCR Position: Q1 2018 in Review

HL Financial Services sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 1,107 shares — an estimated $367K sold.

HL Financial Services first reported a position in BCR in Q2 2013 and held it in 19 quarters. The position peaked at $6.77M in Q4 2014. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • HL Financial Services reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • HL Financial Services sold 1,107 CR Bard Inc. shares in Q1 2018, an estimated $367K.
  • HL Financial Services first reported a position in CR Bard Inc. in Q2 2013 and held it in 19 quarters.
  • HL Financial Services's CR Bard Inc. position peaked at $6.77M in Q4 2014.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on HL Financial Services's 13F filing for Q1 2018, filed 2 May 2018.