LWMT
BCR

Legacy Wealth Management (Tennessee)’s CR Bard Inc. BCR Stock Holding History

Legacy Wealth Management (Tennessee)’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
Q1 		– Sell
-17
Closed -$3.82K – 79
2016
Q4 		$3.82K Buy
+17
New +$3.69K ﹤0.01% 65

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
abrdn Investment Management
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Putnam Investments
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s BCR Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of CR Bard Inc. (BCR) in Q1 2017, closing a stake of 17 shares — an estimated $3.82K sold.

Legacy Wealth Management (Tennessee) first reported a position in BCR in Q4 2016 and held it in 1 quarter. The position peaked at $3.82K in Q4 2016. 684 funds tracked by Wall St. Rank hold BCR as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining CR Bard Inc. position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 17 CR Bard Inc. shares in Q1 2017, an estimated $3.82K.
  • Legacy Wealth Management (Tennessee) first reported a position in CR Bard Inc. in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s CR Bard Inc. position peaked at $3.82K in Q4 2016.
  • 684 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.