PWM
BCR

Perigon Wealth Management’s CR Bard Inc. BCR Stock Holding History

Perigon Wealth 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
Q4 		– Sell
-2,056
Closed -$659K – 707
2017
Q3 		$659K Sell
2,056
-740
-26% -$237K 0.21% 94
2017
Q2 		$884K Buy
2,796
+31
+1% +$9.21K 0.19% 122
2017
Q1 		$687K Buy
2,765
+199
+8% +$48K 0.15% 143
2016
Q4 		$631K Buy
2,566
+327
+15% +$71.1K 0.14% 147
2016
Q3 		$502K Buy
2,239
+142
+7% +$32K 0.13% 148
2016
Q2 		$493K Buy
2,097
+59
+3% +$12.8K 0.13% 144
2016
Q1 		$407K Hold
2,038
– – 0.13% 118
2015
Q4 		$386K Buy
2,038
+667
+49% +$125K 0.11% 159
2015
Q3 		$255K Buy
1,371
+26
+2% +$4.92K 0.08% 185
2015
Q2 		$230K Sell
1,345
-26
-2% -$4.44K 0.06% 202
2015
Q1 		$229K Buy
+1,371
New +$235K 0.06% 205

Other funds holding BCR

Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
QCMA
Quad Capital Management Advisors New York $31.4M AUM 22.55% 1-Year Est. Return
AAF
Andra AP-fonden Goteborg, Sweden $8.39B AUM 21.19% 1-Year Est. Return

Perigon Wealth Management's BCR Position: Q4 2017 in Review

Perigon Wealth Management sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 2,056 shares — an estimated $659K sold.

Perigon Wealth Management first reported a position in BCR in Q1 2015 and held it in 11 quarters. The position peaked at $884K in Q2 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Perigon Wealth Management reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 2,056 CR Bard Inc. shares in Q4 2017, an estimated $659K.
  • Perigon Wealth Management first reported a position in CR Bard Inc. in Q1 2015 and held it in 11 quarters.
  • Perigon Wealth Management's CR Bard Inc. position peaked at $884K in Q2 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Perigon Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.