MC
BCR

Middleton & Co’s CR Bard Inc. BCR Stock Holding History

Middleton & Co’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
-2,435
Closed -$780K – 170
2017
Q3 		$780K Sell
2,435
-10
-0.4% -$3.2K 0.14% 115
2017
Q2 		$773K Sell
2,445
-25
-1% -$7.42K 0.16% 93
2017
Q1 		$614K Sell
2,470
-10
-0.4% -$2.41K 0.13% 104
2016
Q4 		$557K Sell
2,480
-550
-18% -$120K 0.13% 115
2016
Q3 		$680K Sell
3,030
-220
-7% -$49.5K 0.15% 104
2016
Q2 		$764K Hold
3,250
– – 0.18% 93
2016
Q1 		$659K Sell
3,250
-300
-8% -$56.6K 0.15% 102
2015
Q4 		$673K Hold
3,550
– – 0.15% 99
2015
Q3 		$661K Sell
3,550
-220
-6% -$41.7K 0.16% 99
2015
Q2 		$644K Buy
3,770
+150
+4% +$25.6K 0.14% 109
2015
Q1 		$606K Hold
3,620
– – 0.13% 110
2014
Q4 		$603K Hold
3,620
– – 0.14% 112
2014
Q3 		$517K Sell
3,620
-250
-6% -$36.9K 0.12% 116
2014
Q2 		$553K Sell
3,870
-360
-9% -$51.4K 0.13% 115
2014
Q1 		$626K Sell
4,230
-25
-0.6% -$3.46K 0.15% 107
2013
Q4 		$570K Sell
4,255
-400
-9% -$52.8K 0.15% 92
2013
Q3 		$536K Sell
4,655
-650
-12% -$74.5K 0.14% 104
2013
Q2 		$577K Buy
+5,305
New +$552K 0.17% 96

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

Middleton & Co's BCR Position: Q4 2017 in Review

Middleton & Co sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 2,435 shares — an estimated $780K sold.

Middleton & Co first reported a position in BCR in Q2 2013 and held it in 18 quarters. The position peaked at $780K in Q3 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Middleton & Co reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Middleton & Co sold 2,435 CR Bard Inc. shares in Q4 2017, an estimated $780K.
  • Middleton & Co first reported a position in CR Bard Inc. in Q2 2013 and held it in 18 quarters.
  • Middleton & Co's CR Bard Inc. position peaked at $780K in Q3 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Middleton & Co's 13F filing for Q4 2017, filed 25 Jan 2018.