PI
BCR

Pettee Investors’s CR Bard Inc. BCR Stock Holding History

Pettee Investors’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
-2,494
Closed -$826K – 124
2017
Q4 		$826K Buy
2,494
+67
+3% +$22.1K 0.5% 61
2017
Q3 		$778K Buy
+2,427
New +$776K 0.5% 56

Other funds holding BCR

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Pettee Investors's BCR Position: Q1 2018 in Review

Pettee Investors sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 2,494 shares — an estimated $826K sold.

Pettee Investors first reported a position in BCR in Q3 2017 and held it in 2 quarters. The position peaked at $826K in Q4 2017. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • Pettee Investors reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • Pettee Investors sold 2,494 CR Bard Inc. shares in Q1 2018, an estimated $826K.
  • Pettee Investors first reported a position in CR Bard Inc. in Q3 2017 and held it in 2 quarters.
  • Pettee Investors's CR Bard Inc. position peaked at $826K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Pettee Investors's 13F filing for Q1 2018, filed 1 May 2018.