USGIU
BCR

U.S. Global Investors (USGI)’s CR Bard Inc. BCR Stock Holding History

U.S. Global Investors (USGI)’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
2016
Q1 		– Sell
-400
Closed -$76K – 298
2015
Q4 		$76K Hold
400
– – 0.04% 200
2015
Q3 		$75K Buy
+400
New +$75.7K 0.04% 218

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Findlay Park Partners
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

U.S. Global Investors (USGI)'s BCR Position: Q1 2016 in Review

U.S. Global Investors (USGI) sold out of CR Bard Inc. (BCR) in Q1 2016, closing a stake of 400 shares — an estimated $76K sold.

U.S. Global Investors (USGI) first reported a position in BCR in Q3 2015 and held it in 2 quarters. The position peaked at $76K in Q4 2015. 633 funds tracked by Wall St. Rank hold BCR as of Q1 2016.

  • U.S. Global Investors (USGI) reported no remaining CR Bard Inc. position as of Q1 2016 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 400 CR Bard Inc. shares in Q1 2016, an estimated $76K.
  • U.S. Global Investors (USGI) first reported a position in CR Bard Inc. in Q3 2015 and held it in 2 quarters.
  • U.S. Global Investors (USGI)'s CR Bard Inc. position peaked at $76K in Q4 2015.
  • 633 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2016.

Based on U.S. Global Investors (USGI)'s 13F filing for Q1 2016, filed 13 May 2016.