MWP
BCR

MYCIO Wealth Partners’s CR Bard Inc. BCR Stock Holding History

MYCIO Wealth Partners’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 		– Sell
-533
Closed -$120K – 848
2016
Q3 		$120K Sell
533
-66
-11% -$14.9K 0.02% 234
2016
Q2 		$141K Buy
599
+160
+36% +$34.8K 0.02% 213
2016
Q1 		$89K Buy
+439
New +$82.8K 0.02% 258

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

MYCIO Wealth Partners's BCR Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of CR Bard Inc. (BCR) in Q4 2016, closing a stake of 533 shares — an estimated $120K sold.

MYCIO Wealth Partners first reported a position in BCR in Q1 2016 and held it in 3 quarters. The position peaked at $141K in Q2 2016. 644 funds tracked by Wall St. Rank hold BCR as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining CR Bard Inc. position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 533 CR Bard Inc. shares in Q4 2016, an estimated $120K.
  • MYCIO Wealth Partners first reported a position in CR Bard Inc. in Q1 2016 and held it in 3 quarters.
  • MYCIO Wealth Partners's CR Bard Inc. position peaked at $141K in Q2 2016.
  • 644 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.