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BCR

Transform Wealth’s CR Bard Inc. BCR Stock Holding History

Transform Wealth’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
Q1 		– Sell
-1,350
Closed -$303K – 237
2016
Q4 		$303K Buy
1,350
+450
+50% +$97.8K 0.12% 177
2016
Q3 		$202K Sell
900
-450
-33% -$101K 0.09% 191
2016
Q2 		$317K Buy
+1,350
New +$293K 0.13% 165

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Transform Wealth's BCR Position: Q1 2017 in Review

Transform Wealth sold out of CR Bard Inc. (BCR) in Q1 2017, closing a stake of 1,350 shares — an estimated $303K sold.

Transform Wealth first reported a position in BCR in Q2 2016 and held it in 3 quarters. The position peaked at $317K in Q2 2016. 684 funds tracked by Wall St. Rank hold BCR as of Q1 2017.

  • Transform Wealth reported no remaining CR Bard Inc. position as of Q1 2017 after selling out during the quarter.
  • Transform Wealth sold 1,350 CR Bard Inc. shares in Q1 2017, an estimated $303K.
  • Transform Wealth first reported a position in CR Bard Inc. in Q2 2016 and held it in 3 quarters.
  • Transform Wealth's CR Bard Inc. position peaked at $317K in Q2 2016.
  • 684 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2017.

Based on Transform Wealth's 13F filing for Q1 2017, filed 4 May 2017.