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

Reilly 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	-150	Closed	-$48K	–	1075
2017 Q3	$48K	Hold	150	–	–	0.01%	321
2017 Q2	$47K	Hold	150	–	–	0.01%	318
2017 Q1	$37K	Hold	150	–	–	0.01%	350
2016 Q4	$34K	Hold	150	–	–	0.01%	343
2016 Q3	$34K	Hold	150	–	–	0.01%	321
2016 Q2	$35K	Hold	150	–	–	0.01%	304
2016 Q1	$30K	Buy	+150	New	+$28.3K	0.01%	490
2015 Q4	–	Sell	-150	Closed	-$28.1K	–	1532
2015 Q3	$28K	Hold	150	–	–	0.01%	517
2015 Q2	$26K	Hold	150	–	–	﹤0.01%	605
2015 Q1	$25K	Hold	150	–	–	﹤0.01%	607
2014 Q4	$25K	Hold	150	–	–	0.01%	361
2014 Q3	$21K	Hold	150	–	–	0.01%	393
2014 Q2	$22K	Hold	150	–	–	0.01%	401
2014 Q1	$22K	Hold	150	–	–	0.01%	419
2013 Q4	$20K	Hold	150	–	–	﹤0.01%	413
2013 Q3	$17K	Hold	150	–	–	﹤0.01%	379
2013 Q2	$16K	Buy	+150	New	+$15.6K	﹤0.01%	392

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

MSE

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

CWM

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

AAF

Andra AP-fonden Goteborg, Sweden $8.39B AUM 21.19% 1-Year Est. Return

Reilly Financial Advisors's BCR Position: Q4 2017 in Review

Reilly Financial Advisors sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 150 shares — an estimated $48K sold.

Reilly Financial Advisors first reported a position in BCR in Q2 2013 and held it in 17 quarters. The position peaked at $48K in Q3 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

Reilly Financial Advisors reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
Reilly Financial Advisors sold 150 CR Bard Inc. shares in Q4 2017, an estimated $48K.
Reilly Financial Advisors first reported a position in CR Bard Inc. in Q2 2013 and held it in 17 quarters.
Reilly Financial Advisors's CR Bard Inc. position peaked at $48K in Q3 2017.
111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Reilly Financial Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.