OFW
BCR

Omnia Family Wealth’s CR Bard Inc. BCR Stock Holding History

Omnia Family Wealth’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
2018
Q1 		– Sell
-16
Closed -$5K – 652
2017
Q4 		$5K Sell
16
-9
-36% -$2.97K ﹤0.01% 341
2017
Q3 		$8K Hold
25
– – ﹤0.01% 305
2017
Q2 		$8K Sell
25
-64
-72% -$19K ﹤0.01% 331
2017
Q1 		$22K Sell
89
-42
-32% -$10.1K 0.01% 207
2016
Q4 		$29K Buy
+131
New +$28.5K 0.01% 193

Other funds holding BCR

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return