LWA
BCR

Lenox Wealth Advisors’s CR Bard Inc. BCR Stock Holding History

Lenox Wealth 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
-11
Closed -$4K – 576
2017
Q4 		$4K Buy
+11
New +$3.63K ﹤0.01% 263
2014
Q4 		– Sell
-57
Closed -$8K – 357
2014
Q3 		$8K Hold
57
– – ﹤0.01% 194
2014
Q2 		$8K Hold
57
– – ﹤0.01% 151
2014
Q1 		$9K Sell
57
-22
-28% -$3.04K 0.01% 138
2013
Q4 		$11K Buy
79
+22
+39% +$2.9K 0.01% 166
2013
Q3 		$7K Hold
57
– – 0.01% 135
2013
Q2 		$6K Buy
+57
New +$5.93K 0.01% 175

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