MLM
BCR

Mount Lucas Management’s CR Bard Inc. BCR Stock Holding History

Mount Lucas Management’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
2016
Q3 		– Sell
-17,398
Closed -$4.09M – 183
2016
Q2 		$4.09M Sell
17,398
-347
-2% -$75.4K 0.7% 38
2016
Q1 		$3.6M Sell
17,745
-3,863
-18% -$729K 0.63% 34
2015
Q4 		$4.09M Buy
21,608
+454
+2% +$85K 0.61% 38
2015
Q3 		$3.94M Buy
+21,154
New +$4.01M 0.5% 36
2015
Q1 		– Sell
-24,471
Closed -$4.08M – 122
2014
Q4 		$4.08M Buy
24,471
+374
+2% +$60.5K 0.45% 38
2014
Q3 		$3.44M Sell
24,097
-158
-0.7% -$23.3K 0.59% 41
2014
Q2 		$3.47M Sell
24,255
-3,489
-13% -$498K 0.46% 44
2014
Q1 		$4.11M Buy
+27,744
New +$3.84M 0.56% 26

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return