JWA
BCR

JFS Wealth Advisors’s CR Bard Inc. BCR Stock Holding History

JFS Wealth Advisors’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
Q3 		– Sell
-64
Closed -$11K – 620
2015
Q2 		$11K Hold
64
– – 0.01% 360
2015
Q1 		$11K Hold
64
– – 0.01% 356
2014
Q4 		$11K Hold
64
– – ﹤0.01% 367
2014
Q3 		$9K Hold
64
– – ﹤0.01% 350
2014
Q2 		$9K Buy
+64
New +$9.14K ﹤0.01% 343

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 $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

JFS Wealth Advisors's BCR Position: Q3 2015 in Review

JFS Wealth Advisors sold out of CR Bard Inc. (BCR) in Q3 2015, closing a stake of 64 shares — an estimated $11K sold.

JFS Wealth Advisors first reported a position in BCR in Q2 2014 and held it in 5 quarters. The position peaked at $11K in Q2 2015. 596 funds tracked by Wall St. Rank hold BCR as of Q3 2015.

  • JFS Wealth Advisors reported no remaining CR Bard Inc. position as of Q3 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 64 CR Bard Inc. shares in Q3 2015, an estimated $11K.
  • JFS Wealth Advisors first reported a position in CR Bard Inc. in Q2 2014 and held it in 5 quarters.
  • JFS Wealth Advisors's CR Bard Inc. position peaked at $11K in Q2 2015.
  • 596 funds tracked by Wall St. Rank held CR Bard Inc. as of Q3 2015.

Based on JFS Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.