TWA
BCR

TCI Wealth Advisors’s CR Bard Inc. BCR Stock Holding History

TCI Wealth Advisors’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
-711
Closed -$228K – 1487
2017
Q3 		$228K Hold
711
– – 0.11% 129
2017
Q2 		$225K Sell
711
-14
-2% -$4.16K 0.11% 125
2017
Q1 		$180K Sell
725
-1
-0.1% -$241 0.09% 145
2016
Q4 		$163K Hold
726
– – 0.09% 161
2016
Q3 		$163K Hold
726
– – 0.09% 149
2016
Q2 		$171K Hold
726
– – 0.09% 139
2016
Q1 		$147K Buy
726
+4
+0.6% +$755 0.08% 158
2015
Q4 		$137K Hold
722
– – 0.08% 173
2015
Q3 		$135K Buy
722
+7
+1% +$1.32K 0.08% 163
2015
Q2 		$122K Sell
715
-4
-0.6% -$683 0.07% 177
2015
Q1 		$120K Sell
719
-4
-0.6% -$686 0.08% 158
2014
Q4 		$120K Hold
723
– – 0.07% 161
2014
Q3 		$103K Buy
723
+2
+0.3% +$295 0.06% 167
2014
Q2 		$103K Hold
721
– – 0.06% 168
2014
Q1 		$107K Hold
721
– – 0.07% 163
2013
Q4 		$97K Sell
721
-5
-0.7% -$659 0.06% 166
2013
Q3 		$84K Buy
726
+71
+11% +$8.14K 0.06% 165
2013
Q2 		$71K Buy
+655
New +$68.2K 0.05% 188

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
MSE
MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return
GF
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
CWM
CIBC World Markets New York $20.8B AUM
BS
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
AAF
Andra AP-fonden Goteborg, Sweden $8.39B AUM 21.19% 1-Year Est. Return

TCI Wealth Advisors's BCR Position: Q4 2017 in Review

TCI Wealth Advisors sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 711 shares — an estimated $228K sold.

TCI Wealth Advisors first reported a position in BCR in Q2 2013 and held it in 18 quarters. The position peaked at $228K in Q3 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • TCI Wealth Advisors reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 711 CR Bard Inc. shares in Q4 2017, an estimated $228K.
  • TCI Wealth Advisors first reported a position in CR Bard Inc. in Q2 2013 and held it in 18 quarters.
  • TCI Wealth Advisors's CR Bard Inc. position peaked at $228K in Q3 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on TCI Wealth Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.