NCM
BCR

New Capital Management’s CR Bard Inc. BCR Stock Holding History

New Capital 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
2017
Q4 		– Sell
-360
Closed -$115K – 169
2017
Q3 		$115K Hold
360
– – 0.2% 38
2017
Q2 		$89K Hold
360
– – 0.16% 50
2017
Q1 		$89K Hold
360
– – 0.16% 50
2016
Q4 		$81K Buy
+360
New +$78.2K 0.12% 47

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

New Capital Management's BCR Position: Q4 2017 in Review

New Capital Management sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 360 shares — an estimated $115K sold.

New Capital Management first reported a position in BCR in Q4 2016 and held it in 4 quarters. The position peaked at $115K in Q3 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • New Capital Management reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • New Capital Management sold 360 CR Bard Inc. shares in Q4 2017, an estimated $115K.
  • New Capital Management first reported a position in CR Bard Inc. in Q4 2016 and held it in 4 quarters.
  • New Capital Management's CR Bard Inc. position peaked at $115K in Q3 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on New Capital Management's 13F filing for Q4 2017, filed 19 Jan 2018.