Jones Financial Companies
BCR

Jones Financial Companies’s CR Bard Inc. BCR Stock Holding History

Jones Financial Companies’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
2013
Q4 		– Sell
-155
Closed -$18K – 698
2013
Q3 		$18K Buy
+155
New +$17.8K ﹤0.01% 436

Other funds holding BCR

YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies's BCR Position: Q4 2013 in Review

Jones Financial Companies sold out of CR Bard Inc. (BCR) in Q4 2013, closing a stake of 155 shares — an estimated $18K sold.

Jones Financial Companies first reported a position in BCR in Q3 2013 and held it in 1 quarter. The position peaked at $18K in Q3 2013. 486 funds tracked by Wall St. Rank hold BCR as of Q4 2013.

  • Jones Financial Companies reported no remaining CR Bard Inc. position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 155 CR Bard Inc. shares in Q4 2013, an estimated $18K.
  • Jones Financial Companies first reported a position in CR Bard Inc. in Q3 2013 and held it in 1 quarter.
  • Jones Financial Companies's CR Bard Inc. position peaked at $18K in Q3 2013.
  • 486 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.