SSWM
BCR

Sheets Smith Wealth Management’s CR Bard Inc. BCR Stock Holding History

Sheets Smith Wealth Management’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
Q3 		– Sell
-3,533
Closed -$1.12M – 328
2017
Q2 		$1.12M Sell
3,533
-162
-4% -$48.1K 0.3% 93
2017
Q1 		$918K Sell
3,695
-41
-1% -$9.88K 0.24% 117
2016
Q4 		$839K Sell
3,736
-234
-6% -$50.8K 0.24% 118
2016
Q3 		$890K Sell
3,970
-179
-4% -$40.3K 0.25% 116
2016
Q2 		$976K Sell
4,149
-87
-2% -$18.9K 0.28% 102
2016
Q1 		$859K Buy
+4,236
New +$799K 0.26% 113

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sheets Smith Wealth Management's BCR Position: Q3 2017 in Review

Sheets Smith Wealth Management sold out of CR Bard Inc. (BCR) in Q3 2017, closing a stake of 3,533 shares — an estimated $1.12M sold.

Sheets Smith Wealth Management first reported a position in BCR in Q1 2016 and held it in 6 quarters. The position peaked at $1.12M in Q2 2017. 630 funds tracked by Wall St. Rank hold BCR as of Q3 2017.

  • Sheets Smith Wealth Management reported no remaining CR Bard Inc. position as of Q3 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 3,533 CR Bard Inc. shares in Q3 2017, an estimated $1.12M.
  • Sheets Smith Wealth Management first reported a position in CR Bard Inc. in Q1 2016 and held it in 6 quarters.
  • Sheets Smith Wealth Management's CR Bard Inc. position peaked at $1.12M in Q2 2017.
  • 630 funds tracked by Wall St. Rank held CR Bard Inc. as of Q3 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2017, filed 12 Oct 2017.