PSI
BCR

Pinnacle Summer Investments’s CR Bard Inc. BCR Stock Holding History

Pinnacle Summer Investments’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
2015
Q4 		– Sell
-590
Closed -$110K – 1138
2015
Q3 		$110K Buy
+590
New +$112K 0.02% 366
2015
Q2 		– Sell
-680
Closed -$114K – 1059
2015
Q1 		$114K Hold
680
– – 0.02% 378
2014
Q4 		$113K Sell
680
-20
-3% -$3.23K 0.01% 391
2014
Q3 		$100K Hold
700
– – 0.01% 414
2014
Q2 		$100K Hold
700
– – 0.01% 399
2014
Q1 		$96K Hold
700
– – 0.01% 371
2013
Q4 		$94K Hold
700
– – 0.01% 366
2013
Q3 		$81K Sell
700
-75
-10% -$8.6K 0.01% 362
2013
Q2 		$84K Buy
+775
New +$80.6K 0.02% 315

Other funds holding BCR

ACM
Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Pinnacle Summer Investments's BCR Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of CR Bard Inc. (BCR) in Q4 2015, closing a stake of 590 shares — an estimated $110K sold.

Pinnacle Summer Investments first reported a position in BCR in Q2 2013 and held it in 9 quarters. The position peaked at $114K in Q1 2015. 608 funds tracked by Wall St. Rank hold BCR as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining CR Bard Inc. position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 590 CR Bard Inc. shares in Q4 2015, an estimated $110K.
  • Pinnacle Summer Investments first reported a position in CR Bard Inc. in Q2 2013 and held it in 9 quarters.
  • Pinnacle Summer Investments's CR Bard Inc. position peaked at $114K in Q1 2015.
  • 608 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.