PMFA
BCR

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
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

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.