Knowledge Leaders Capital’s CR Bard Inc. BCR Stock Holding History

Knowledge Leaders Capital’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
2016 Q4	–	Sell	-40,049	Closed	-$8.98M	–	49
2016 Q3	$8.98M	Sell	40,049 -4,765	-11%	-$1.07M	3%	14
2016 Q2	$10.5M	Sell	44,814 -1,865	-4%	-$405K	3.24%	11
2016 Q1	$9.46M	Sell	46,679 -8,968	-16%	-$1.69M	2.58%	21
2015 Q4	$10.5M	Buy	55,647 +6,633	+14%	+$1.24M	3.63%	13
2015 Q3	$9.13M	Sell	49,014 -7,690	-14%	-$1.46M	3.46%	18
2015 Q2	$9.68M	Sell	56,704 -9,476	-14%	-$1.62M	3.59%	8
2015 Q1	$11.1M	Sell	66,180 -4,304	-6%	-$738K	3.75%	12
2014 Q4	$11.7M	Sell	70,484 -8,576	-11%	-$1.39M	3.64%	13
2014 Q3	$11.3M	Buy	79,060 +7,081	+10%	+$1.05M	3.43%	10
2014 Q2	$10.3M	Sell	71,979 -5,448	-7%	-$778K	2.99%	18
2014 Q1	$11.5M	Buy	+77,427	New	+$10.7M	3.28%	14

Other funds holding BCR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Knowledge Leaders Capital's BCR Position: Q4 2016 in Review

Knowledge Leaders Capital sold out of CR Bard Inc. (BCR) in Q4 2016, closing a stake of 40,049 shares — an estimated $8.98M sold.

Knowledge Leaders Capital first reported a position in BCR in Q1 2014 and held it in 11 quarters. The position peaked at $11.7M in Q4 2014. 644 funds tracked by Wall St. Rank hold BCR as of Q4 2016.

Knowledge Leaders Capital reported no remaining CR Bard Inc. position as of Q4 2016 after selling out during the quarter.
Knowledge Leaders Capital sold 40,049 CR Bard Inc. shares in Q4 2016, an estimated $8.98M.
Knowledge Leaders Capital first reported a position in CR Bard Inc. in Q1 2014 and held it in 11 quarters.
Knowledge Leaders Capital's CR Bard Inc. position peaked at $11.7M in Q4 2014.
644 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2016.

Based on Knowledge Leaders Capital's 13F filing for Q4 2016, filed 30 Jan 2017.