M
BCR

MOTCO’s CR Bard Inc. BCR Stock Holding History

MOTCO’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
-33
Closed -$11K – 594
2017
Q4 		$11K Hold
33
– – ﹤0.01% 463
2017
Q3 		$11K Hold
33
– – ﹤0.01% 467
2017
Q2 		$10K Hold
33
– – ﹤0.01% 491
2017
Q1 		$8K Buy
+33
New +$7.96K ﹤0.01% 512
2014
Q1 		– Sell
-100
Closed -$13K – 596
2013
Q4 		$13K Hold
100
– – ﹤0.01% 420
2013
Q3 		$12K Hold
100
– – ﹤0.01% 429
2013
Q2 		$11K Buy
+100
New +$10.4K ﹤0.01% 452

Other funds holding BCR

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

MOTCO's BCR Position: Q1 2018 in Review

MOTCO sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 33 shares — an estimated $11K sold.

MOTCO first reported a position in BCR in Q2 2013 and held it in 7 quarters. The position peaked at $13K in Q4 2013. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • MOTCO reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • MOTCO sold 33 CR Bard Inc. shares in Q1 2018, an estimated $11K.
  • MOTCO first reported a position in CR Bard Inc. in Q2 2013 and held it in 7 quarters.
  • MOTCO's CR Bard Inc. position peaked at $13K in Q4 2013.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on MOTCO's 13F filing for Q1 2018, filed 8 May 2018.