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 $22.7B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Smith Shellnut Wilson's BCR Position: Q1 2018 in Review

Smith Shellnut Wilson sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 1,441 shares — an estimated $477K sold.

Smith Shellnut Wilson first reported a position in BCR in Q4 2016 and held it in 5 quarters. The position peaked at $477K in Q4 2017. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • Smith Shellnut Wilson reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • Smith Shellnut Wilson sold 1,441 CR Bard Inc. shares in Q1 2018, an estimated $477K.
  • Smith Shellnut Wilson first reported a position in CR Bard Inc. in Q4 2016 and held it in 5 quarters.
  • Smith Shellnut Wilson's CR Bard Inc. position peaked at $477K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Smith Shellnut Wilson's 13F filing for Q1 2018, filed 24 Apr 2018.