SSW
BCR

Smith Shellnut Wilson’s CR Bard Inc. BCR Stock Holding History

Smith Shellnut Wilson’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
2018
Q1 		– Sell
-1,441
Closed -$477K – 143
2017
Q4 		$477K Buy
1,441
+9
+0.6% +$2.97K 0.4% 52
2017
Q3 		$459K Buy
1,432
+88
+7% +$28.1K 0.4% 53
2017
Q2 		$316K Sell
1,344
-397
-23% -$118K 0.33% 66
2017
Q1 		$433K Buy
1,741
+162
+10% +$39.1K 0.4% 50
2016
Q4 		$355K Buy
+1,579
New +$343K 0.34% 63

Other funds holding BCR

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return