LBA Wealth Management’s CR Bard Inc. BCR Stock Holding History

LBA Wealth Management’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
2014 Q4	–	Sell	-179	Closed	-$26K	–	442
2014 Q3	$26K	Buy	+179	New	+$26.4K	0.02%	209

Other funds holding BCR

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LBA Wealth Management's BCR Position: Q4 2014 in Review

LBA Wealth Management sold out of CR Bard Inc. (BCR) in Q4 2014, closing a stake of 179 shares — an estimated $26K sold.

LBA Wealth Management first reported a position in BCR in Q3 2014 and held it in 1 quarter. The position peaked at $26K in Q3 2014. 577 funds tracked by Wall St. Rank hold BCR as of Q4 2014.

LBA Wealth Management reported no remaining CR Bard Inc. position as of Q4 2014 after selling out during the quarter.
LBA Wealth Management sold 179 CR Bard Inc. shares in Q4 2014, an estimated $26K.
LBA Wealth Management first reported a position in CR Bard Inc. in Q3 2014 and held it in 1 quarter.
LBA Wealth Management's CR Bard Inc. position peaked at $26K in Q3 2014.
577 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.