LIM
BCR

Longfellow Investment Management’s CR Bard Inc. BCR Stock Holding History

Longfellow Investment 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
2018
Q1 		– Sell
-36,800
Closed -$12.2M – 110
2017
Q4 		$12.2M Hold
36,800
– – 2.96% 7
2017
Q3 		$11.8M Hold
36,800
– – 3.16% 10
2017
Q2 		$11.6M Buy
+36,800
New +$10.9M 3.34% 10

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

Longfellow Investment Management's BCR Position: Q1 2018 in Review

Longfellow Investment Management sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 36,800 shares — an estimated $12.2M sold.

Longfellow Investment Management first reported a position in BCR in Q2 2017 and held it in 3 quarters. The position peaked at $12.2M in Q4 2017. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • Longfellow Investment Management reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • Longfellow Investment Management sold 36,800 CR Bard Inc. shares in Q1 2018, an estimated $12.2M.
  • Longfellow Investment Management first reported a position in CR Bard Inc. in Q2 2017 and held it in 3 quarters.
  • Longfellow Investment Management's CR Bard Inc. position peaked at $12.2M in Q4 2017.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Longfellow Investment Management's 13F filing for Q1 2018, filed 11 May 2018.