TTWM
BCR

TCV Trust & Wealth Management’s CR Bard Inc. BCR Stock Holding History

TCV Trust & Wealth Management’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
-1,688
Closed -$541K – 209
2017
Q3 		$541K Hold
1,688
– – 0.08% 125
2017
Q2 		$533K Buy
1,688
+135
+9% +$40.1K 0.08% 131
2017
Q1 		$386K Sell
1,553
-100
-6% -$24.1K 0.06% 146
2016
Q4 		$372K Hold
1,653
– – 0.06% 140
2016
Q3 		$371K Hold
1,653
– – 0.06% 132
2016
Q2 		$389K Sell
1,653
-70
-4% -$15.2K 0.07% 129
2016
Q1 		$349K Hold
1,723
– – 0.06% 129
2015
Q4 		$327K Hold
1,723
– – 0.06% 136
2015
Q3 		$321K Hold
1,723
– – 0.06% 137
2015
Q2 		$294K Hold
1,723
– – 0.05% 149
2015
Q1 		$288K Sell
1,723
-14
-0.8% -$2.4K 0.05% 157
2014
Q4 		$289K Buy
1,737
+14
+0.8% +$2.26K 0.05% 151
2014
Q3 		$246K Hold
1,723
– – 0.04% 155
2014
Q2 		$246K Hold
1,723
– – 0.04% 161
2014
Q1 		$255K Hold
1,723
– – 0.04% 152
2013
Q4 		$231K Buy
+1,723
New +$227K 0.04% 160

Other funds holding BCR

Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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

TCV Trust & Wealth Management's BCR Position: Q4 2017 in Review

TCV Trust & Wealth Management sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 1,688 shares — an estimated $541K sold.

TCV Trust & Wealth Management first reported a position in BCR in Q4 2013 and held it in 16 quarters. The position peaked at $541K in Q3 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • TCV Trust & Wealth Management reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 1,688 CR Bard Inc. shares in Q4 2017, an estimated $541K.
  • TCV Trust & Wealth Management first reported a position in CR Bard Inc. in Q4 2013 and held it in 16 quarters.
  • TCV Trust & Wealth Management's CR Bard Inc. position peaked at $541K in Q3 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on TCV Trust & Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.