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 $5.7T AUM 30.48% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.37B AUM 63.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return