JFGIW
BCR

Johnson Financial Group Inc (Wisconsin)’s CR Bard Inc. BCR Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2018
Q1 		– Sell
-1,246
Closed -$413K – 633
2017
Q4 		$413K Hold
1,246
– – 0.05% 186
2017
Q3 		$399K Sell
1,246
-25
-2% -$8K 0.05% 180
2017
Q2 		$402K Sell
1,271
-2,000
-61% -$594K 0.06% 184
2017
Q1 		$813K Sell
3,271
-137
-4% -$33K 0.1% 171
2016
Q4 		$765K Buy
3,408
+1,102
+48% +$239K 0.11% 173
2016
Q3 		$517K Sell
2,306
-965
-30% -$217K 0.07% 197
2016
Q2 		$769K Buy
3,271
+379
+13% +$82.3K 0.11% 160
2016
Q1 		$586K Hold
2,892
– – 0.12% 158
2015
Q4 		$548K Sell
2,892
-1,800
-38% -$337K 0.11% 153
2015
Q3 		$874K Sell
4,692
-125
-3% -$23.7K 0.19% 118
2015
Q2 		$823K Hold
4,817
– – 0.17% 124
2015
Q1 		$806K Hold
4,817
– – 0.17% 127
2014
Q4 		$802K Hold
4,817
– – 0.19% 123
2014
Q3 		$687K Buy
4,817
+100
+2% +$14.8K 0.18% 128
2014
Q2 		$674K Buy
4,717
+1,170
+33% +$167K 0.18% 126
2014
Q1 		$526K Buy
3,547
+50
+1% +$6.92K 0.15% 126
2013
Q4 		$468K Sell
3,497
-1,500
-30% -$198K 0.14% 138
2013
Q3 		$576K Sell
4,997
-1,170
-19% -$134K 0.17% 121
2013
Q2 		$670K Buy
+6,167
New +$642K 0.19% 104

Other funds holding BCR

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s BCR Position: Q1 2018 in Review

Johnson Financial Group Inc (Wisconsin) sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 1,246 shares — an estimated $413K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in BCR in Q2 2013 and held it in 19 quarters. The position peaked at $874K in Q3 2015. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,246 CR Bard Inc. shares in Q1 2018, an estimated $413K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in CR Bard Inc. in Q2 2013 and held it in 19 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s CR Bard Inc. position peaked at $874K in Q3 2015.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2018, filed 7 May 2018.