OIA
BCR

Optimum Investment Advisors’s CR Bard Inc. BCR Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		$89K Sell
530
-100
-16% -$17.1K 0.03% 400
2014
Q4 		$105K Hold
630
– – 0.03% 356
2014
Q3 		$90K Hold
630
– – 0.03% 370
2014
Q2 		$90K Hold
630
– – 0.03% 362
2014
Q1 		$93K Hold
630
– – 0.03% 313
2013
Q4 		$84K Hold
630
– – 0.03% 316
2013
Q3 		$73K Buy
+630
New +$72.3K 0.03% 315

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return