ICAS
BCR

Investors Capital Advisory Services’s CR Bard Inc. BCR Stock Holding History

Investors Capital Advisory 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
2015
Q2 		– Sell
-1,315
Closed -$219K – 794
2015
Q1 		$219K Sell
1,315
-712
-35% -$122K 0.04% 580
2014
Q4 		$337K Sell
2,027
-32
-2% -$5.17K 0.06% 402
2014
Q3 		$293K Sell
2,059
-1,761
-46% -$260K 0.06% 437
2014
Q2 		$546K Buy
3,820
+2,005
+110% +$286K 0.09% 329
2014
Q1 		$268K Buy
+1,815
New +$251K 0.06% 436

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 $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 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 $757B AUM 28.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Investors Capital Advisory Services's BCR Position: Q2 2015 in Review

Investors Capital Advisory Services sold out of CR Bard Inc. (BCR) in Q2 2015, closing a stake of 1,315 shares — an estimated $219K sold.

Investors Capital Advisory Services first reported a position in BCR in Q1 2014 and held it in 5 quarters. The position peaked at $546K in Q2 2014. 557 funds tracked by Wall St. Rank hold BCR as of Q2 2015.

  • Investors Capital Advisory Services reported no remaining CR Bard Inc. position as of Q2 2015 after selling out during the quarter.
  • Investors Capital Advisory Services sold 1,315 CR Bard Inc. shares in Q2 2015, an estimated $219K.
  • Investors Capital Advisory Services first reported a position in CR Bard Inc. in Q1 2014 and held it in 5 quarters.
  • Investors Capital Advisory Services's CR Bard Inc. position peaked at $546K in Q2 2014.
  • 557 funds tracked by Wall St. Rank held CR Bard Inc. as of Q2 2015.

Based on Investors Capital Advisory Services's 13F filing for Q2 2015, filed 3 Aug 2015.