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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Lenox Wealth Advisors's BCR Position: Q1 2018 in Review

Lenox Wealth Advisors sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 11 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in BCR in Q2 2013 and held it in 7 quarters. The position peaked at $11K in Q4 2013. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

Lenox Wealth Advisors reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
Lenox Wealth Advisors sold 11 CR Bard Inc. shares in Q1 2018, an estimated $4K.
Lenox Wealth Advisors first reported a position in CR Bard Inc. in Q2 2013 and held it in 7 quarters.
Lenox Wealth Advisors's CR Bard Inc. position peaked at $11K in Q4 2013.
3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Lenox Wealth Advisors's 13F filing for Q1 2018, filed 13 Apr 2018.