KIA
BCR

KCM Investment Advisors’s CR Bard Inc. BCR Stock Holding History

KCM Investment 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
2018
Q1 		– Sell
-2,314
Closed -$766K – 548
2017
Q4 		$766K Hold
2,314
– – 0.04% 293
2017
Q3 		$742K Buy
2,314
+127
+6% +$40.6K 0.05% 299
2017
Q2 		$691K Buy
2,187
+10
+0.5% +$2.97K 0.04% 306
2017
Q1 		$541K Buy
2,177
+171
+9% +$41.2K 0.03% 346
2016
Q4 		$451K Buy
2,006
+188
+10% +$40.9K 0.03% 373
2016
Q3 		$408K Buy
1,818
+146
+9% +$32.9K 0.03% 400
2016
Q2 		$393K Buy
1,672
+110
+7% +$23.9K 0.03% 392
2016
Q1 		$317K Buy
1,562
+447
+40% +$84.4K 0.02% 411
2015
Q4 		$211K Buy
+1,115
New +$209K 0.02% 488

Other funds holding BCR

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

KCM Investment Advisors's BCR Position: Q1 2018 in Review

KCM Investment Advisors sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 2,314 shares — an estimated $766K sold.

KCM Investment Advisors first reported a position in BCR in Q4 2015 and held it in 9 quarters. The position peaked at $766K in Q4 2017. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • KCM Investment Advisors reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • KCM Investment Advisors sold 2,314 CR Bard Inc. shares in Q1 2018, an estimated $766K.
  • KCM Investment Advisors first reported a position in CR Bard Inc. in Q4 2015 and held it in 9 quarters.
  • KCM Investment Advisors's CR Bard Inc. position peaked at $766K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on KCM Investment Advisors's 13F filing for Q1 2018, filed 9 May 2018.