LPT
BCR

Legacy Private Trust’s CR Bard Inc. BCR Stock Holding History

Legacy Private Trust’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
-2,112
Closed -$677K – 246
2017
Q3 		$677K Buy
2,112
+249
+13% +$79.6K 0.08% 163
2017
Q2 		$589K Buy
1,863
+669
+56% +$199K 0.07% 166
2017
Q1 		$297K Buy
1,194
+264
+28% +$63.6K 0.04% 210
2016
Q4 		$209K Buy
930
+30
+3% +$6.52K 0.03% 227
2016
Q3 		$202K Hold
900
– – 0.03% 228
2016
Q2 		$212K Buy
+900
New +$195K 0.03% 221

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

Legacy Private Trust's BCR Position: Q4 2017 in Review

Legacy Private Trust sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 2,112 shares — an estimated $677K sold.

Legacy Private Trust first reported a position in BCR in Q2 2016 and held it in 6 quarters. The position peaked at $677K in Q3 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Legacy Private Trust reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Legacy Private Trust sold 2,112 CR Bard Inc. shares in Q4 2017, an estimated $677K.
  • Legacy Private Trust first reported a position in CR Bard Inc. in Q2 2016 and held it in 6 quarters.
  • Legacy Private Trust's CR Bard Inc. position peaked at $677K in Q3 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Legacy Private Trust's 13F filing for Q4 2017, filed 16 Jan 2018.