SIAS
BCR

Shine Investment Advisory Services’s CR Bard Inc. BCR Stock Holding History

Shine Investment Advisory 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
-129
Closed -$41K – 703
2017
Q3 		$41K Hold
129
– – 0.02% 333
2017
Q2 		$41K Buy
+129
New +$38.3K 0.02% 316

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
MUFG Securities EMEA
MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return
Gabelli Funds
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
CIBC World Markets
CIBC World Markets New York $20.8B AUM
Banco Santander
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
Andra AP-fonden
Andra AP-fonden Goteborg, Sweden $8.7B AUM 37.59% 1-Year Est. Return

Shine Investment Advisory Services's BCR Position: Q4 2017 in Review

Shine Investment Advisory Services sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 129 shares — an estimated $41K sold.

Shine Investment Advisory Services first reported a position in BCR in Q2 2017 and held it in 2 quarters. The position peaked at $41K in Q3 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Shine Investment Advisory Services reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Shine Investment Advisory Services sold 129 CR Bard Inc. shares in Q4 2017, an estimated $41K.
  • Shine Investment Advisory Services first reported a position in CR Bard Inc. in Q2 2017 and held it in 2 quarters.
  • Shine Investment Advisory Services's CR Bard Inc. position peaked at $41K in Q3 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Shine Investment Advisory Services's 13F filing for Q4 2017, filed 25 Jan 2018.