Parallel Advisors’s CR Bard Inc. BCR Stock Holding History

Parallel 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
2018 Q1	–	Sell	-481	Closed	-$159K	–	2283
2017 Q4	$159K	Hold	481	–	–	0.03%	376
2017 Q3	$160K	Sell	481 -32	-6%	-$10.2K	0.03%	365
2017 Q2	$164K	Buy	513 +14	+3%	+$4.16K	0.03%	362
2017 Q1	$153K	Buy	499 +369	+284%	+$89K	0.03%	349
2016 Q4	$29K	Buy	+130	New	+$28.2K	0.01%	747

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

Parallel Advisors's BCR Position: Q1 2018 in Review

Parallel Advisors sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 481 shares — an estimated $159K sold.

Parallel Advisors first reported a position in BCR in Q4 2016 and held it in 5 quarters. The position peaked at $164K in Q2 2017. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

Parallel Advisors reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
Parallel Advisors sold 481 CR Bard Inc. shares in Q1 2018, an estimated $159K.
Parallel Advisors first reported a position in CR Bard Inc. in Q4 2016 and held it in 5 quarters.
Parallel Advisors's CR Bard Inc. position peaked at $164K in Q2 2017.
3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Parallel Advisors's 13F filing for Q1 2018, filed 8 May 2018.