RWA
BCR

Ropes Wealth Advisors’s CR Bard Inc. BCR Stock Holding History

Ropes Wealth 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
-2,233
Closed -$716K – 826
2017
Q3 		$716K Hold
2,233
– – 0.19% 110
2017
Q2 		$706K Hold
2,233
– – 0.2% 107
2017
Q1 		$555K Hold
2,233
– – 0.16% 122
2016
Q4 		$502K Hold
2,233
– – 0.16% 121
2016
Q3 		$501K Hold
2,233
– – 0.17% 117
2016
Q2 		$525K Buy
2,233
+2,000
+858% +$434K 0.18% 100
2016
Q1 		$47K Hold
233
– – 0.02% 222
2015
Q4 		$44K Buy
+233
New +$43.6K 0.02% 254

Other funds holding BCR

Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 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

Ropes Wealth Advisors's BCR Position: Q4 2017 in Review

Ropes Wealth Advisors sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 2,233 shares — an estimated $716K sold.

Ropes Wealth Advisors first reported a position in BCR in Q4 2015 and held it in 8 quarters. The position peaked at $716K in Q3 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Ropes Wealth Advisors reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 2,233 CR Bard Inc. shares in Q4 2017, an estimated $716K.
  • Ropes Wealth Advisors first reported a position in CR Bard Inc. in Q4 2015 and held it in 8 quarters.
  • Ropes Wealth Advisors's CR Bard Inc. position peaked at $716K in Q3 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Ropes Wealth Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.