Plante Moran Financial Advisors’s CR Bard Inc. BCR Stock Holding History

Plante Moran Financial Advisors’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	-32	Closed	-$10K	–	939
2017 Q3	$10K	Hold	32	–	–	0.01%	549
2017 Q2	$10K	Hold	32	–	–	0.01%	564
2017 Q1	$8K	Sell	32 -125	-80%	-$30.1K	﹤0.01%	638
2016 Q4	$35K	Hold	157	–	–	0.02%	392
2016 Q3	$35K	Hold	157	–	–	0.02%	388
2016 Q2	$37K	Hold	157	–	–	0.03%	338
2016 Q1	$32K	Buy	157 +125	+391%	+$23.6K	0.02%	327
2015 Q4	$6K	Hold	32	–	–	﹤0.01%	706
2015 Q3	$6K	Hold	32	–	–	﹤0.01%	573
2015 Q2	$5K	Sell	32 -5	-14%	-$854	﹤0.01%	635
2015 Q1	$6K	Hold	37	–	–	﹤0.01%	599
2014 Q4	$6K	Hold	37	–	–	﹤0.01%	646
2014 Q3	$5K	Hold	37	–	–	﹤0.01%	693
2014 Q2	$5K	Buy	37 +32	+640%	+$4.57K	﹤0.01%	686
2014 Q1	$1K	Sell	5 -201	-98%	-$27.8K	﹤0.01%	608
2013 Q4	$28K	Buy	206 +201	+4,020%	+$26.5K	0.02%	310
2013 Q3	$1K	Buy	+5	New	+$573	﹤0.01%	627

Other funds holding BCR

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

MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return

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 London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

CIBC World Markets New York $20.8B AUM

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

Andra AP-fonden Goteborg, Sweden $8.7B AUM 37.59% 1-Year Est. Return

Plante Moran Financial Advisors's BCR Position: Q4 2017 in Review

Plante Moran Financial Advisors sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 32 shares — an estimated $10K sold.

Plante Moran Financial Advisors first reported a position in BCR in Q3 2013 and held it in 17 quarters. The position peaked at $37K in Q2 2016. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

Plante Moran Financial Advisors reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
Plante Moran Financial Advisors sold 32 CR Bard Inc. shares in Q4 2017, an estimated $10K.
Plante Moran Financial Advisors first reported a position in CR Bard Inc. in Q3 2013 and held it in 17 quarters.
Plante Moran Financial Advisors's CR Bard Inc. position peaked at $37K in Q2 2016.
111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.