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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Omnia Family Wealth's BCR Position: Q1 2018 in Review

Omnia Family Wealth sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 16 shares — an estimated $5K sold.

Omnia Family Wealth first reported a position in BCR in Q4 2016 and held it in 5 quarters. The position peaked at $29K in Q4 2016. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

Omnia Family Wealth reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
Omnia Family Wealth sold 16 CR Bard Inc. shares in Q1 2018, an estimated $5K.
Omnia Family Wealth first reported a position in CR Bard Inc. in Q4 2016 and held it in 5 quarters.
Omnia Family Wealth's CR Bard Inc. position peaked at $29K in Q4 2016.
3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Omnia Family Wealth's 13F filing for Q1 2018, filed 11 May 2018.