JMPWA
BCR

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
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
MSE
MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return
GF
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
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
BS
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
AAF
Andra AP-fonden Goteborg, Sweden $8.39B AUM 21.19% 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.