IP
BCR

Isthmus Partners’s CR Bard Inc. BCR Stock Holding History

Isthmus Partners’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
2017
Q3 		– Sell
-150
Closed -$47K – 326
2017
Q2 		$47K Hold
150
– – 0.01% 181
2017
Q1 		$37K Hold
150
– – 0.01% 192
2016
Q4 		$34K Hold
150
– – 0.01% 198
2016
Q3 		$33K Hold
150
– – 0.01% 188
2016
Q2 		$35K Sell
150
-8
-5% -$1.74K 0.01% 182
2016
Q1 		$32K Sell
158
-84
-35% -$15.9K 0.01% 184
2015
Q4 		$46K Sell
242
-66
-21% -$12.4K 0.02% 181
2015
Q3 		$57K Hold
308
– – 0.02% 174
2015
Q2 		$53K Hold
308
– – 0.02% 177
2015
Q1 		$52K Hold
308
– – 0.02% 176
2014
Q4 		$51K Buy
+308
New +$49.8K 0.02% 180

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Isthmus Partners's BCR Position: Q3 2017 in Review

Isthmus Partners sold out of CR Bard Inc. (BCR) in Q3 2017, closing a stake of 150 shares — an estimated $47K sold.

Isthmus Partners first reported a position in BCR in Q4 2014 and held it in 11 quarters. The position peaked at $57K in Q3 2015. 630 funds tracked by Wall St. Rank hold BCR as of Q3 2017.

  • Isthmus Partners reported no remaining CR Bard Inc. position as of Q3 2017 after selling out during the quarter.
  • Isthmus Partners sold 150 CR Bard Inc. shares in Q3 2017, an estimated $47K.
  • Isthmus Partners first reported a position in CR Bard Inc. in Q4 2014 and held it in 11 quarters.
  • Isthmus Partners's CR Bard Inc. position peaked at $57K in Q3 2015.
  • 630 funds tracked by Wall St. Rank held CR Bard Inc. as of Q3 2017.

Based on Isthmus Partners's 13F filing for Q3 2017, filed 2 Nov 2017.