UBS AM
BCR

UBS AM’s CR Bard Inc. BCR Stock Holding History

UBS AM’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
-211,874
Closed -$67.9M – 2659
2017
Q3 		$67.9M Buy
211,874
+8,230
+4% +$2.63M 0.06% 334
2017
Q2 		$64.4M Sell
203,644
-91,115
-31% -$27.1M 0.06% 341
2017
Q1 		$73.3M Buy
294,759
+27,308
+10% +$6.58M 0.07% 292
2016
Q4 		$60.1M Buy
267,451
+9,134
+4% +$1.98M 0.07% 315
2016
Q3 		$57.9M Sell
258,317
-82,159
-24% -$18.5M 0.06% 326
2016
Q2 		$80.1M Buy
340,476
+629
+0.2% +$137K 0.09% 246
2016
Q1 		$68.9M Sell
339,847
-5,779
-2% -$1.09M 0.08% 268
2015
Q4 		$65.5M Sell
345,626
-71,201
-17% -$13.3M 0.07% 285
2015
Q3 		$77.7M Sell
416,827
-110,428
-21% -$20.9M 0.09% 265
2015
Q2 		$90M Sell
527,255
-13,402
-2% -$2.29M 0.09% 252
2015
Q1 		$90.5M Sell
540,657
-10,868
-2% -$1.86M 0.09% 267
2014
Q4 		$91.9M Sell
551,525
-5,006
-0.9% -$809K 0.09% 256
2014
Q3 		$79.4M Buy
556,531
+28,339
+5% +$4.19M 0.08% 278
2014
Q2 		$75.5M Buy
528,192
+106,734
+25% +$15.2M 0.08% 285
2014
Q1 		$62.4M Buy
421,458
+93,758
+29% +$13M 0.07% 314
2013
Q4 		$43.9M Sell
327,700
-35,737
-10% -$4.71M 0.05% 383
2013
Q3 		$41.9M Buy
363,437
+7,010
+2% +$804K 0.05% 370
2013
Q2 		$38.7M Buy
+356,427
New +$37.1M 0.05% 382

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

UBS AM's BCR Position: Q4 2017 in Review

UBS AM sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 211,874 shares — an estimated $67.9M sold.

UBS AM first reported a position in BCR in Q2 2013 and held it in 18 quarters. The position peaked at $91.9M in Q4 2014. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • UBS AM reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • UBS AM sold 211,874 CR Bard Inc. shares in Q4 2017, an estimated $67.9M.
  • UBS AM first reported a position in CR Bard Inc. in Q2 2013 and held it in 18 quarters.
  • UBS AM's CR Bard Inc. position peaked at $91.9M in Q4 2014.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on UBS AM's 13F filing for Q4 2017, filed 9 Feb 2018.