RFS
BCR

Rockefeller Financial Services’s CR Bard Inc. BCR Stock Holding History

Rockefeller Financial Services’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
-1,080
Closed -$346K – 555
2017
Q3 		$346K Hold
1,080
– – 0.01% 292
2017
Q2 		$341K Hold
1,080
– – 0.01% 255
2017
Q1 		$268K Sell
1,080
-420
-28% -$101K 0.01% 283
2016
Q4 		$337K Hold
1,500
– – 0.01% 278
2016
Q3 		$336K Hold
1,500
– – 0.01% 274
2016
Q2 		$353K Hold
1,500
– – 0.01% 284
2016
Q1 		$304K Hold
1,500
– – 0.01% 294
2015
Q4 		$284K Hold
1,500
– – 0.01% 308
2015
Q3 		$279K Buy
+1,500
New +$284K 0.01% 300

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

Rockefeller Financial Services's BCR Position: Q4 2017 in Review

Rockefeller Financial Services sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 1,080 shares — an estimated $346K sold.

Rockefeller Financial Services first reported a position in BCR in Q3 2015 and held it in 9 quarters. The position peaked at $353K in Q2 2016. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Rockefeller Financial Services reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 1,080 CR Bard Inc. shares in Q4 2017, an estimated $346K.
  • Rockefeller Financial Services first reported a position in CR Bard Inc. in Q3 2015 and held it in 9 quarters.
  • Rockefeller Financial Services's CR Bard Inc. position peaked at $353K in Q2 2016.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.