RGC
BCR

Roberts, Glore & Co’s CR Bard Inc. BCR Stock Holding History

Roberts, Glore & Co’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
2018
Q1 		– Sell
-681
Closed -$226K – 153
2017
Q4 		$226K Sell
681
-340
-33% -$112K 0.14% 135
2017
Q3 		$327K Sell
1,021
-50
-5% -$16K 0.21% 107
2017
Q2 		$339K Hold
1,071
– – 0.23% 104
2017
Q1 		$266K Sell
1,071
-135
-11% -$32.5K 0.18% 119
2016
Q4 		$271K Hold
1,206
– – 0.19% 122
2016
Q3 		$270K Hold
1,206
– – 0.19% 114
2016
Q2 		$284K Sell
1,206
-94
-7% -$20.4K 0.22% 107
2016
Q1 		$263K Sell
1,300
-500
-28% -$94.4K 0.2% 117
2015
Q4 		$341K Hold
1,800
– – 0.26% 92
2015
Q3 		$335K Hold
1,800
– – 0.26% 95
2015
Q2 		$307K Hold
1,800
– – 0.21% 112
2015
Q1 		$301K Hold
1,800
– – 0.21% 115
2014
Q4 		$300K Hold
1,800
– – 0.2% 115
2014
Q3 		$257K Hold
1,800
– – 0.18% 119
2014
Q2 		$257K Sell
1,800
-125
-6% -$17.9K 0.17% 122
2014
Q1 		$285K Sell
1,925
-200
-9% -$27.7K 0.2% 117
2013
Q4 		$285K Hold
2,125
– – 0.2% 113
2013
Q3 		$245K Hold
2,125
– – 0.18% 121
2013
Q2 		$231K Buy
+2,125
New +$221K 0.14% 129

Other funds holding BCR

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Roberts, Glore & Co's BCR Position: Q1 2018 in Review

Roberts, Glore & Co sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 681 shares — an estimated $226K sold.

Roberts, Glore & Co first reported a position in BCR in Q2 2013 and held it in 19 quarters. The position peaked at $341K in Q4 2015. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • Roberts, Glore & Co reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • Roberts, Glore & Co sold 681 CR Bard Inc. shares in Q1 2018, an estimated $226K.
  • Roberts, Glore & Co first reported a position in CR Bard Inc. in Q2 2013 and held it in 19 quarters.
  • Roberts, Glore & Co's CR Bard Inc. position peaked at $341K in Q4 2015.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Roberts, Glore & Co's 13F filing for Q1 2018, filed 8 May 2018.