MFS
BCR

MSI Financial Services’s CR Bard Inc. BCR Stock Holding History

MSI Financial 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
2016
Q4 		$181K Sell
806
-1,093
-58% -$238K 0.01% 1139
2016
Q3 		$426K Sell
1,899
-75
-4% -$16.9K 0.01% 734
2016
Q2 		$464K Buy
1,974
+585
+42% +$127K 0.02% 672
2016
Q1 		$282K Buy
1,389
+868
+167% +$164K 0.01% 829
2015
Q4 		$99K Buy
521
+313
+150% +$58.6K ﹤0.01% 1298
2015
Q3 		$39K Sell
208
-110
-35% -$20.8K ﹤0.01% 1348
2015
Q2 		$54K Hold
318
– – ﹤0.01% 1267
2015
Q1 		$53K Sell
318
-2
-0.6% -$343 ﹤0.01% 1304
2014
Q4 		$53K Buy
320
+160
+100% +$25.9K 0.01% 1060
2014
Q3 		$23K Buy
160
+10
+7% +$1.48K ﹤0.01% 1451
2014
Q2 		$21K Buy
+150
New +$21.4K ﹤0.01% 1476
2014
Q1 		– Sell
-100
Closed -$13K – 2769
2013
Q4 		$13K Hold
100
– – ﹤0.01% 1598
2013
Q3 		$12K Hold
100
– – ﹤0.01% 1405
2013
Q2 		$11K Buy
+100
New +$10.4K ﹤0.01% 1528

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

MSI Financial Services's BCR Position: Q4 2016 in Review

MSI Financial Services reduced its CR Bard Inc. (BCR) stake by 58% in Q4 2016, selling an estimated $238K and leaving 806 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #1139.

MSI Financial Services first reported a position in BCR in Q2 2013 and has held it in 14 quarters since. The position peaked at $464K in Q2 2016. 644 funds tracked by Wall St. Rank hold BCR as of Q4 2016.

  • MSI Financial Services held 806 shares of CR Bard Inc. worth $181K as of Q4 2016.
  • MSI Financial Services sold 1,093 CR Bard Inc. shares in Q4 2016, an estimated $238K.
  • CR Bard Inc. made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #1139 holding.
  • MSI Financial Services first reported a position in CR Bard Inc. in Q2 2013 and has held it in 14 quarters since.
  • MSI Financial Services's CR Bard Inc. position peaked at $464K in Q2 2016.
  • 644 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.