PIM
BCR

Parasol Investment Management’s CR Bard Inc. BCR Stock Holding History

Parasol Investment Management’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
2017
Q1 		$71K Sell
285
-52
-15% -$12.5K 0.12% 52
2016
Q4 		$76K Hold
337
– – 0.08% 87
2016
Q3 		$76K Buy
337
+20
+6% +$4.5K 0.08% 84
2016
Q2 		$75K Sell
317
-30
-9% -$6.52K 0.08% 85
2016
Q1 		$70K Buy
347
+17
+5% +$3.21K 0.07% 83
2015
Q4 		$63K Hold
330
– – 0.06% 79
2015
Q3 		$61K Buy
+330
New +$62.5K 0.06% 82

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Parasol Investment Management's BCR Position: Q1 2017 in Review

Parasol Investment Management reduced its CR Bard Inc. (BCR) stake by 15% in Q1 2017, selling an estimated $12.5K and leaving 285 shares worth $71K. The position accounts for 0.12% of the portfolio, ranked #52.

Parasol Investment Management first reported a position in BCR in Q3 2015 and has held it in 7 quarters since. The position peaked at $76K in Q4 2016. 684 funds tracked by Wall St. Rank hold BCR as of Q1 2017.

  • Parasol Investment Management held 285 shares of CR Bard Inc. worth $71K as of Q1 2017.
  • Parasol Investment Management sold 52 CR Bard Inc. shares in Q1 2017, an estimated $12.5K.
  • CR Bard Inc. made up 0.12% of Parasol Investment Management's portfolio in Q1 2017, its #52 holding.
  • Parasol Investment Management first reported a position in CR Bard Inc. in Q3 2015 and has held it in 7 quarters since.
  • Parasol Investment Management's CR Bard Inc. position peaked at $76K in Q4 2016.
  • 684 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.