NFG
BCR

Next Financial Group’s CR Bard Inc. BCR Stock Holding History

Next Financial Group’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
Q1 		– Sell
-55
Closed -$12K – 2551
2016
Q4 		$12K Sell
55
-50
-48% -$10.9K ﹤0.01% 1591
2016
Q3 		$24K Buy
105
+55
+110% +$12.4K ﹤0.01% 1287
2016
Q2 		$11K Hold
50
– – ﹤0.01% 1181
2016
Q1 		$10K Hold
50
– – ﹤0.01% 1184
2015
Q4 		$9K Hold
50
– – ﹤0.01% 1238
2015
Q3 		$9K Hold
50
– – ﹤0.01% 1272
2015
Q2 		$8K Hold
50
– – ﹤0.01% 1355
2015
Q1 		$8K Hold
50
– – ﹤0.01% 1361
2014
Q4 		$8K Sell
50
-55
-52% -$8.89K ﹤0.01% 1365
2014
Q3 		$15K Hold
105
– – ﹤0.01% 1588
2014
Q2 		$16K Buy
+105
New +$15K 0.01% 671

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
abrdn Investment Management
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Putnam Investments
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Next Financial Group's BCR Position: Q1 2017 in Review

Next Financial Group sold out of CR Bard Inc. (BCR) in Q1 2017, closing a stake of 55 shares — an estimated $12K sold.

Next Financial Group first reported a position in BCR in Q2 2014 and held it in 11 quarters. The position peaked at $24K in Q3 2016. 684 funds tracked by Wall St. Rank hold BCR as of Q1 2017.

  • Next Financial Group reported no remaining CR Bard Inc. position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 55 CR Bard Inc. shares in Q1 2017, an estimated $12K.
  • Next Financial Group first reported a position in CR Bard Inc. in Q2 2014 and held it in 11 quarters.
  • Next Financial Group's CR Bard Inc. position peaked at $24K in Q3 2016.
  • 684 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.