IWMPD
BCR

Integrated Wealth Management (Palm Desert)’s CR Bard Inc. BCR Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-45
Closed -$10K – 1273
2016
Q3 		$10K Hold
45
– – ﹤0.01% 774
2016
Q2 		$11K Hold
45
– – ﹤0.01% 749
2016
Q1 		$9K Hold
45
– – ﹤0.01% 740
2015
Q4 		$9K Hold
45
– – ﹤0.01% 810
2015
Q3 		$8K Hold
45
– – ﹤0.01% 840
2015
Q2 		$8K Hold
45
– – ﹤0.01% 860
2015
Q1 		$7K Buy
+45
New +$7.71K ﹤0.01% 874

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 16.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BCR Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of CR Bard Inc. (BCR) in Q4 2016, closing a stake of 45 shares — an estimated $10K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BCR in Q1 2015 and held it in 7 quarters. The position peaked at $11K in Q2 2016. 644 funds tracked by Wall St. Rank hold BCR as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining CR Bard Inc. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 45 CR Bard Inc. shares in Q4 2016, an estimated $10K.
  • Integrated Wealth Management (Palm Desert) first reported a position in CR Bard Inc. in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s CR Bard Inc. position peaked at $11K in Q2 2016.
  • 644 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.