MCWS
BCR

McKinley Carter Wealth Services’s CR Bard Inc. BCR Stock Holding History

McKinley Carter Wealth Services’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
-4,584
Closed -$1.47M – 162
2017
Q3 		$1.47M Sell
4,584
-6,180
-57% -$1.98M 0.56% 46
2017
Q2 		$3.4M Sell
10,764
-864
-7% -$257K 1.51% 12
2017
Q1 		$2.89M Buy
11,628
+18
+0.2% +$4.34K 1.34% 16
2016
Q4 		$2.61M Sell
11,610
-51
-0.4% -$11.1K 1.32% 19
2016
Q3 		$2.62M Sell
11,661
-409
-3% -$92.1K 1.35% 16
2016
Q2 		$2.84M Buy
12,070
+387
+3% +$84.1K 1.48% 12
2016
Q1 		$2.37M Sell
11,683
-224
-2% -$42.3K 1.31% 20
2015
Q4 		$2.26M Buy
11,907
+339
+3% +$63.5K 1.29% 22
2015
Q3 		$2.15M Buy
11,568
+397
+4% +$75.2K 1.34% 18
2015
Q2 		$1.91M Buy
11,171
+178
+2% +$30.4K 1.03% 29
2015
Q1 		$1.84M Buy
10,993
+504
+5% +$86.4K 1.19% 27
2014
Q4 		$1.75M Buy
10,489
+758
+8% +$123K 1.37% 24
2014
Q3 		$1.39M Buy
9,731
+139
+1% +$20.5K 1.32% 24
2014
Q2 		$1.37M Buy
9,592
+485
+5% +$69.3K 1.45% 22
2014
Q1 		$1.35M Buy
9,107
+3,899
+75% +$540K 1.47% 23
2013
Q4 		$698K Buy
+5,208
New +$687K 0.68% 42

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
MUFG Securities EMEA
MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return
Gabelli Funds
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
CIBC World Markets
CIBC World Markets New York $20.8B AUM
Banco Santander
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
Andra AP-fonden
Andra AP-fonden Goteborg, Sweden $8.7B AUM 37.59% 1-Year Est. Return

McKinley Carter Wealth Services's BCR Position: Q4 2017 in Review

McKinley Carter Wealth Services sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 4,584 shares — an estimated $1.47M sold.

McKinley Carter Wealth Services first reported a position in BCR in Q4 2013 and held it in 16 quarters. The position peaked at $3.4M in Q2 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • McKinley Carter Wealth Services reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 4,584 CR Bard Inc. shares in Q4 2017, an estimated $1.47M.
  • McKinley Carter Wealth Services first reported a position in CR Bard Inc. in Q4 2013 and held it in 16 quarters.
  • McKinley Carter Wealth Services's CR Bard Inc. position peaked at $3.4M in Q2 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2017, filed 31 Jan 2018.