RIA
BCR

Regal Investment Advisors’s CR Bard Inc. BCR Stock Holding History

Regal Investment 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
2015
Q3 		– Sell
-662
Closed -$113K – 1184
2015
Q2 		$113K Hold
662
– – 0.03% 322
2015
Q1 		$111K Buy
662
+52
+9% +$8.91K 0.03% 329
2014
Q4 		$102K Buy
610
+162
+36% +$26.2K 0.03% 305
2014
Q3 		$64K Buy
+448
New +$66.2K 0.02% 381

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Regal Investment Advisors's BCR Position: Q3 2015 in Review

Regal Investment Advisors sold out of CR Bard Inc. (BCR) in Q3 2015, closing a stake of 662 shares — an estimated $113K sold.

Regal Investment Advisors first reported a position in BCR in Q3 2014 and held it in 4 quarters. The position peaked at $113K in Q2 2015. 596 funds tracked by Wall St. Rank hold BCR as of Q3 2015.

  • Regal Investment Advisors reported no remaining CR Bard Inc. position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 662 CR Bard Inc. shares in Q3 2015, an estimated $113K.
  • Regal Investment Advisors first reported a position in CR Bard Inc. in Q3 2014 and held it in 4 quarters.
  • Regal Investment Advisors's CR Bard Inc. position peaked at $113K in Q2 2015.
  • 596 funds tracked by Wall St. Rank held CR Bard Inc. as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.