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 $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 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 $860B AUM 41.15% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Optimum Investment Advisors's BCR Position: Q1 2015 in Review

Optimum Investment Advisors reduced its CR Bard Inc. (BCR) stake by 16% in Q1 2015, selling an estimated $17.1K and leaving 530 shares worth $89K. The position accounts for 0.03% of the portfolio, ranked #400.

Optimum Investment Advisors first reported a position in BCR in Q3 2013 and has held it in 7 quarters since. The position peaked at $105K in Q4 2014. 573 funds tracked by Wall St. Rank hold BCR as of Q1 2015.

  • Optimum Investment Advisors held 530 shares of CR Bard Inc. worth $89K as of Q1 2015.
  • Optimum Investment Advisors sold 100 CR Bard Inc. shares in Q1 2015, an estimated $17.1K.
  • CR Bard Inc. made up 0.03% of Optimum Investment Advisors's portfolio in Q1 2015, its #400 holding.
  • Optimum Investment Advisors first reported a position in CR Bard Inc. in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's CR Bard Inc. position peaked at $105K in Q4 2014.
  • 573 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.