SNT
BCR

Security National Trust’s CR Bard Inc. BCR Stock Holding History

Security National Trust’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
-6,175
Closed -$1.98M – 403
2017
Q3 		$1.98M Sell
6,175
-615
-9% -$197K 0.65% 51
2017
Q2 		$2.15M Sell
6,790
-105
-2% -$31.2K 0.72% 47
2017
Q1 		$1.71M Hold
6,895
– – 0.58% 58
2016
Q4 		$1.55M Sell
6,895
-15
-0.2% -$3.26K 0.56% 59
2016
Q3 		$1.55M Sell
6,910
-60
-0.9% -$13.5K 0.56% 57
2016
Q2 		$1.64M Buy
6,970
+340
+5% +$73.8K 0.6% 53
2016
Q1 		$1.34M Buy
6,630
+75
+1% +$14.2K 0.51% 60
2015
Q4 		$1.24M Buy
6,555
+200
+3% +$37.5K 0.49% 60
2015
Q3 		$1.18M Sell
6,355
-175
-3% -$33.1K 0.46% 61
2015
Q2 		$1.11M Buy
6,530
+155
+2% +$26.5K 0.4% 68
2015
Q1 		$1.07M Buy
6,375
+135
+2% +$23.1K 0.38% 69
2014
Q4 		$1.04M Buy
6,240
+2,405
+63% +$389K 0.38% 70
2014
Q3 		$547K Sell
3,835
-1,865
-33% -$275K 0.22% 93
2014
Q2 		$815K Sell
5,700
-50
-0.9% -$7.14K 0.32% 75
2014
Q1 		$851K Buy
5,750
+450
+8% +$62.3K 0.34% 74
2013
Q4 		$710K Hold
5,300
– – 0.29% 82
2013
Q3 		$610K Buy
5,300
+825
+18% +$94.6K 0.27% 85
2013
Q2 		$487K Buy
+4,475
New +$466K 0.24% 97

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

Security National Trust's BCR Position: Q4 2017 in Review

Security National Trust sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 6,175 shares — an estimated $1.98M sold.

Security National Trust first reported a position in BCR in Q2 2013 and held it in 18 quarters. The position peaked at $2.15M in Q2 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Security National Trust reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Security National Trust sold 6,175 CR Bard Inc. shares in Q4 2017, an estimated $1.98M.
  • Security National Trust first reported a position in CR Bard Inc. in Q2 2013 and held it in 18 quarters.
  • Security National Trust's CR Bard Inc. position peaked at $2.15M in Q2 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Security National Trust's 13F filing for Q4 2017, filed 30 Jan 2018.