JIP
BCR

Jaffetilchin Investment Partners’s CR Bard Inc. BCR Stock Holding History

Jaffetilchin Investment 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
2015
Q2 		– Sell
-1,728
Closed -$289K – 261
2015
Q1 		$289K Sell
1,728
-2,532
-59% -$434K 0.09% 168
2014
Q4 		$710K Buy
4,260
+1,386
+48% +$224K 0.24% 67
2014
Q3 		$410K Buy
+2,874
New +$424K 0.15% 109

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

Jaffetilchin Investment Partners's BCR Position: Q2 2015 in Review

Jaffetilchin Investment Partners sold out of CR Bard Inc. (BCR) in Q2 2015, closing a stake of 1,728 shares — an estimated $289K sold.

Jaffetilchin Investment Partners first reported a position in BCR in Q3 2014 and held it in 3 quarters. The position peaked at $710K in Q4 2014. 557 funds tracked by Wall St. Rank hold BCR as of Q2 2015.

  • Jaffetilchin Investment Partners reported no remaining CR Bard Inc. position as of Q2 2015 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,728 CR Bard Inc. shares in Q2 2015, an estimated $289K.
  • Jaffetilchin Investment Partners first reported a position in CR Bard Inc. in Q3 2014 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's CR Bard Inc. position peaked at $710K in Q4 2014.
  • 557 funds tracked by Wall St. Rank held CR Bard Inc. as of Q2 2015.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2015, filed 27 Jul 2015.