U
BCR

UBS’s CR Bard Inc. BCR Stock Holding History

UBS’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
2014
Q3 		$11.1M Buy
77,613
+11,201
+17% +$1.65M 0.01% 1379
2014
Q2 		$9.5M Sell
66,412
-5,130
-7% -$733K 0.01% 1415
2014
Q1 		$10.6M Buy
71,542
+1,164
+2% +$161K 0.01% 1225
2013
Q4 		$9.43M Sell
70,378
-18,348
-21% -$2.42M 0.01% 1299
2013
Q3 		$10.2M Buy
88,726
+17,464
+25% +$2M 0.01% 1118
2013
Q2 		$7.75M Buy
+71,262
New +$7.42M 0.01% 1236

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS's BCR Position: Q3 2014 in Review

UBS increased its CR Bard Inc. (BCR) stake by 17% in Q3 2014, buying an estimated $1.65M and bringing the position to 77,613 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #1379.

UBS first reported a position in BCR in Q2 2013 and has held it in 6 quarters since. 539 funds tracked by Wall St. Rank hold BCR as of Q3 2014.

  • UBS held 77,613 shares of CR Bard Inc. worth $11.1M as of Q3 2014.
  • UBS bought 11,201 CR Bard Inc. shares in Q3 2014, an estimated $1.65M.
  • CR Bard Inc. made up 0.01% of UBS's portfolio in Q3 2014, its #1379 holding.
  • UBS first reported a position in CR Bard Inc. in Q2 2013 and has held it in 6 quarters since.
  • 539 funds tracked by Wall St. Rank held CR Bard Inc. as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.