ICM
BCR

IMS Capital Management’s CR Bard Inc. BCR Stock Holding History

IMS Capital 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
2014
Q4 		– Sell
-1,500
Closed -$214K – 178
2014
Q3 		$214K Hold
1,500
– – 0.25% 144
2014
Q2 		$215K Hold
1,500
– – 0.23% 141
2014
Q1 		$222K Buy
+1,500
New +$208K 0.26% 121

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IMS Capital Management's BCR Position: Q4 2014 in Review

IMS Capital Management sold out of CR Bard Inc. (BCR) in Q4 2014, closing a stake of 1,500 shares — an estimated $214K sold.

IMS Capital Management first reported a position in BCR in Q1 2014 and held it in 3 quarters. The position peaked at $222K in Q1 2014. 577 funds tracked by Wall St. Rank hold BCR as of Q4 2014.

  • IMS Capital Management reported no remaining CR Bard Inc. position as of Q4 2014 after selling out during the quarter.
  • IMS Capital Management sold 1,500 CR Bard Inc. shares in Q4 2014, an estimated $214K.
  • IMS Capital Management first reported a position in CR Bard Inc. in Q1 2014 and held it in 3 quarters.
  • IMS Capital Management's CR Bard Inc. position peaked at $222K in Q1 2014.
  • 577 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2014.

Based on IMS Capital Management's 13F filing for Q4 2014, filed 26 Jan 2015.