SOAMC
BCR

Spirit of America Management Corp’s CR Bard Inc. BCR Stock Holding History

Spirit of America Management Corp’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
2013
Q3 		– Sell
-3,000
Closed -$326K – 315
2013
Q2 		$326K Buy
+3,000
New +$312K 0.12% 189

Other funds holding BCR

YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spirit of America Management Corp's BCR Position: Q3 2013 in Review

Spirit of America Management Corp sold out of CR Bard Inc. (BCR) in Q3 2013, closing a stake of 3,000 shares — an estimated $326K sold.

Spirit of America Management Corp first reported a position in BCR in Q2 2013 and held it in 1 quarter. The position peaked at $326K in Q2 2013. 450 funds tracked by Wall St. Rank hold BCR as of Q3 2013.

  • Spirit of America Management Corp reported no remaining CR Bard Inc. position as of Q3 2013 after selling out during the quarter.
  • Spirit of America Management Corp sold 3,000 CR Bard Inc. shares in Q3 2013, an estimated $326K.
  • Spirit of America Management Corp first reported a position in CR Bard Inc. in Q2 2013 and held it in 1 quarter.
  • Spirit of America Management Corp's CR Bard Inc. position peaked at $326K in Q2 2013.
  • 450 funds tracked by Wall St. Rank held CR Bard Inc. as of Q3 2013.

Based on Spirit of America Management Corp's 13F filing for Q3 2013, filed 16 Oct 2013.