JIC
BCR

Joel Isaacson & Co’s CR Bard Inc. BCR Stock Holding History

Joel Isaacson & Co’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
Q1 		– Sell
-128
Closed -$29K – 639
2016
Q4 		$29K Sell
128
-45
-26% -$9.78K 0.01% 394
2016
Q3 		$39K Hold
173
– – 0.01% 365
2016
Q2 		$41K Hold
173
– – 0.01% 356
2016
Q1 		$35K Hold
173
– – 0.01% 392
2015
Q4 		$33K Sell
173
-32
-16% -$5.99K 0.01% 391
2015
Q3 		$38K Hold
205
– – 0.01% 385
2015
Q2 		$35K Hold
205
– – 0.01% 415
2015
Q1 		$34K Hold
205
– – 0.01% 413
2014
Q4 		$34K Hold
205
– – 0.01% 370
2014
Q3 		$29K Hold
205
– – 0.01% 373
2014
Q2 		$29K Hold
205
– – 0.01% 364
2014
Q1 		$30K Buy
+205
New +$28.4K 0.01% 361

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Joel Isaacson & Co's BCR Position: Q1 2017 in Review

Joel Isaacson & Co sold out of CR Bard Inc. (BCR) in Q1 2017, closing a stake of 128 shares — an estimated $29K sold.

Joel Isaacson & Co first reported a position in BCR in Q1 2014 and held it in 12 quarters. The position peaked at $41K in Q2 2016. 684 funds tracked by Wall St. Rank hold BCR as of Q1 2017.

  • Joel Isaacson & Co reported no remaining CR Bard Inc. position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 128 CR Bard Inc. shares in Q1 2017, an estimated $29K.
  • Joel Isaacson & Co first reported a position in CR Bard Inc. in Q1 2014 and held it in 12 quarters.
  • Joel Isaacson & Co's CR Bard Inc. position peaked at $41K in Q2 2016.
  • 684 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.