JP Morgan Private Wealth Advisors’s CR Bard Inc. BCR Stock Holding History

JP Morgan Private 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
2017 Q4	–	Sell	-7,310	Closed	-$2.34M	–	1353
2017 Q3	$2.34M	Sell	7,310 -152	-2%	-$48.6K	0.02%	435
2017 Q2	$2.36M	Sell	7,462 -11	-0.1%	-$3.27K	0.02%	425
2017 Q1	$1.86M	Buy	7,473 +407	+6%	+$98.1K	0.01%	479
2016 Q4	$1.59M	Sell	7,066 -773	-10%	-$168K	0.01%	482
2016 Q3	$1.76M	Sell	7,839 -1,282	-14%	-$289K	0.02%	463
2016 Q2	$2.15M	Sell	9,121 -3,726	-29%	-$809K	0.02%	427
2016 Q1	$2.6M	Buy	12,847 +3,359	+35%	+$634K	0.02%	346
2015 Q4	$1.8M	Sell	9,488 -13	-0.1%	-$2.44K	0.02%	396
2015 Q3	$1.77M	Sell	9,501 -469	-5%	-$88.8K	0.02%	359
2015 Q2	$1.7M	Sell	9,970 -489	-5%	-$83.5K	0.02%	398
2015 Q1	$1.75M	Buy	10,459 +1,530	+17%	+$262K	0.02%	404
2014 Q4	$1.49M	Sell	8,929 -4,355	-33%	-$704K	0.02%	437
2014 Q3	$1.9M	Buy	+13,284	New	+$1.96M	0.02%	382
2013 Q3	–	Sell	-2,138	Closed	-$232K	–	679
2013 Q2	$232K	Buy	+2,138	New	+$222K	0.01%	542

Other funds holding BCR

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

AGM

Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

CIBC World Markets New York $20.8B AUM

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

QCMA

Quad Capital Management Advisors New York $31.4M AUM 22.55% 1-Year Est. Return

Andra AP-fonden Goteborg, Sweden $8.7B AUM 37.59% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BCR Position: Q4 2017 in Review

JP Morgan Private Wealth Advisors sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 7,310 shares — an estimated $2.34M sold.

JP Morgan Private Wealth Advisors first reported a position in BCR in Q2 2013 and held it in 14 quarters. The position peaked at $2.6M in Q1 2016. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

JP Morgan Private Wealth Advisors reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 7,310 CR Bard Inc. shares in Q4 2017, an estimated $2.34M.
JP Morgan Private Wealth Advisors first reported a position in CR Bard Inc. in Q2 2013 and held it in 14 quarters.
JP Morgan Private Wealth Advisors's CR Bard Inc. position peaked at $2.6M in Q1 2016.
111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.