LWCFA
BCR

Loring Wolcott & Coolidge Fiduciary Advisors’s CR Bard Inc. BCR Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017
Q4 		– Sell
-1,375
Closed -$441K – 942
2017
Q3 		$441K Hold
1,375
– – 0.01% 205
2017
Q2 		$441K Buy
1,375
+100
+8% +$29.7K 0.01% 201
2017
Q1 		$317K Hold
1,275
– – 0.01% 223
2016
Q4 		$286K Hold
1,275
– – 0.01% 236
2016
Q3 		$286K Hold
1,275
– – 0.01% 230
2016
Q2 		$300K Hold
1,275
– – 0.01% 226
2016
Q1 		$258K Buy
1,275
+125
+11% +$23.6K 0.01% 223
2015
Q4 		$218K Hold
1,150
– – 0.01% 260
2015
Q3 		$196K Hold
1,150
– – 0.01% 277
2015
Q2 		$196K Sell
1,150
-150
-12% -$25.6K 0.01% 277
2015
Q1 		$218K Sell
1,300
-60
-4% -$10.3K 0.01% 274
2014
Q4 		$227K Sell
1,360
-120
-8% -$19.4K 0.01% 262
2014
Q3 		$211K Hold
1,480
– – 0.01% 261
2014
Q2 		$212K Hold
1,480
– – 0.01% 268
2014
Q1 		$219K Hold
1,480
– – 0.01% 258
2013
Q4 		$198K Hold
1,480
– – 0.01% 258
2013
Q3 		$170K Hold
1,480
– – 0.01% 257
2013
Q2 		$161K Buy
+1,480
New +$154K 0.01% 274

Other funds holding BCR

Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.46% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 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

Loring Wolcott & Coolidge Fiduciary Advisors's BCR Position: Q4 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 1,375 shares — an estimated $441K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BCR in Q2 2013 and held it in 18 quarters. The position peaked at $441K in Q3 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,375 CR Bard Inc. shares in Q4 2017, an estimated $441K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CR Bard Inc. in Q2 2013 and held it in 18 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's CR Bard Inc. position peaked at $441K in Q3 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.