PAS
BCR

Partnervest Advisory Services’s CR Bard Inc. BCR Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-250
Closed -$36K – 1040
2014
Q2 		$36K Hold
250
– – 0.02% 428
2014
Q1 		$37K Buy
+250
New +$34.6K 0.02% 387

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Institutional Trust
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Partnervest Advisory Services's BCR Position: Q3 2014 in Review

Partnervest Advisory Services sold out of CR Bard Inc. (BCR) in Q3 2014, closing a stake of 250 shares — an estimated $36K sold.

Partnervest Advisory Services first reported a position in BCR in Q1 2014 and held it in 2 quarters. The position peaked at $37K in Q1 2014. 539 funds tracked by Wall St. Rank hold BCR as of Q3 2014.

  • Partnervest Advisory Services reported no remaining CR Bard Inc. position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 250 CR Bard Inc. shares in Q3 2014, an estimated $36K.
  • Partnervest Advisory Services first reported a position in CR Bard Inc. in Q1 2014 and held it in 2 quarters.
  • Partnervest Advisory Services's CR Bard Inc. position peaked at $37K in Q1 2014.
  • 539 funds tracked by Wall St. Rank held CR Bard Inc. as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.