IHL
BCR

Investment House LLC’s CR Bard Inc. BCR Stock Holding History

Investment House LLC’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
-8,387
Closed -$2.78M – 205
2017
Q4 		$2.78M Sell
8,387
-743
-8% -$245K 0.34% 76
2017
Q3 		$2.93M Sell
9,130
-300
-3% -$95.9K 0.38% 73
2017
Q2 		$2.98M Sell
9,430
-3,530
-27% -$1.05M 0.4% 70
2017
Q1 		$3.22M Sell
12,960
-200
-2% -$48.2K 0.45% 70
2016
Q4 		$2.96M Hold
13,160
– – 0.45% 70
2016
Q3 		$2.95M Hold
13,160
– – 0.44% 72
2016
Q2 		$3.1M Sell
13,160
-50
-0.4% -$10.9K 0.5% 69
2016
Q1 		$2.68M Sell
13,210
-50
-0.4% -$9.44K 0.43% 75
2015
Q4 		$2.51M Hold
13,260
– – 0.41% 75
2015
Q3 		$2.47M Sell
13,260
-50
-0.4% -$9.47K 0.43% 74
2015
Q2 		$2.27M Hold
13,310
– – 0.37% 84
2015
Q1 		$2.23M Hold
13,310
– – 0.36% 82
2014
Q4 		$2.22M Sell
13,310
-50
-0.4% -$8.08K 0.36% 81
2014
Q3 		$1.91M Hold
13,360
– – 0.32% 83
2014
Q2 		$1.91M Sell
13,360
-325
-2% -$46.4K 0.33% 82
2014
Q1 		$2.02M Sell
13,685
-125
-0.9% -$17.3K 0.36% 79
2013
Q4 		$1.85M Sell
13,810
-350
-2% -$46.2K 0.33% 78
2013
Q3 		$1.63M Hold
14,160
– – 0.33% 78
2013
Q2 		$1.54M Buy
+14,160
New +$1.47M 0.33% 79

Other funds holding BCR

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B 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

Investment House LLC's BCR Position: Q1 2018 in Review

Investment House LLC sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 8,387 shares — an estimated $2.78M sold.

Investment House LLC first reported a position in BCR in Q2 2013 and held it in 19 quarters. The position peaked at $3.22M in Q1 2017. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • Investment House LLC reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • Investment House LLC sold 8,387 CR Bard Inc. shares in Q1 2018, an estimated $2.78M.
  • Investment House LLC first reported a position in CR Bard Inc. in Q2 2013 and held it in 19 quarters.
  • Investment House LLC's CR Bard Inc. position peaked at $3.22M in Q1 2017.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Investment House LLC's 13F filing for Q1 2018, filed 8 May 2018.