TSWM
BCR

Triangle Securities Wealth Management’s CR Bard Inc. BCR Stock Holding History

Triangle Securities 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
2013
Q3 		– Sell
-138
Closed -$15K – 487
2013
Q2 		$15K Buy
+138
New +$14.4K 0.01% 421

Other funds holding BCR

YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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 $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Triangle Securities Wealth Management's BCR Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of CR Bard Inc. (BCR) in Q3 2013, closing a stake of 138 shares — an estimated $15K sold.

Triangle Securities Wealth Management first reported a position in BCR in Q2 2013 and held it in 1 quarter. The position peaked at $15K in Q2 2013. 450 funds tracked by Wall St. Rank hold BCR as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining CR Bard Inc. position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 138 CR Bard Inc. shares in Q3 2013, an estimated $15K.
  • Triangle Securities Wealth Management first reported a position in CR Bard Inc. in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's CR Bard Inc. position peaked at $15K in Q2 2013.
  • 450 funds tracked by Wall St. Rank held CR Bard Inc. as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.