LPL Financial
BCR

LPL Financial’s CR Bard Inc. BCR Stock Holding History

LPL Financial’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
-5,844
Closed -$1.87M – 3128
2017
Q3 		$1.87M Sell
5,844
-85
-1% -$27.2K 0.01% 1031
2017
Q2 		$1.87M Buy
+5,929
New +$1.76M 0.01% 984
2016
Q3 		– Sell
-4,372
Closed -$1.03M – 2830
2016
Q2 		$1.03M Sell
4,372
-15,127
-78% -$3.29M 0.01% 1142
2016
Q1 		$3.96M Sell
19,499
-205
-1% -$38.7K 0.01% 832
2015
Q4 		$3.64M Buy
19,704
+9,889
+101% +$1.85M 0.01% 856
2015
Q3 		$1.88M Sell
9,815
-2,444
-20% -$463K 0.01% 864
2015
Q2 		$2.1M Buy
12,259
+441
+4% +$75.3K 0.01% 880
2015
Q1 		$1.95M Sell
11,818
-250
-2% -$42.9K 0.01% 925
2014
Q4 		$2.01M Sell
12,068
-302
-2% -$48.8K 0.01% 867
2014
Q3 		$1.76M Sell
12,370
-1,154
-9% -$170K 0.01% 921
2014
Q2 		$1.93M Sell
13,524
-3,480
-20% -$497K 0.01% 904
2014
Q1 		$2.52M Sell
17,004
-440
-3% -$60.9K 0.02% 724
2013
Q4 		$2.34M Buy
17,444
+369
+2% +$48.7K 0.01% 739
2013
Q3 		$2.05M Buy
17,075
+25
+0.1% +$2.87K 0.01% 770
2013
Q2 		$1.85M Buy
+17,050
New +$1.77M 0.01% 761

Other funds holding BCR

Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 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

LPL Financial's BCR Position: Q4 2017 in Review

LPL Financial sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 5,844 shares — an estimated $1.87M sold.

LPL Financial first reported a position in BCR in Q2 2013 and held it in 15 quarters. The position peaked at $3.96M in Q1 2016. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • LPL Financial reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • LPL Financial sold 5,844 CR Bard Inc. shares in Q4 2017, an estimated $1.87M.
  • LPL Financial first reported a position in CR Bard Inc. in Q2 2013 and held it in 15 quarters.
  • LPL Financial's CR Bard Inc. position peaked at $3.96M in Q1 2016.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on LPL Financial's 13F filing for Q4 2017, filed 14 Feb 2018.