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
Q2 		– Sell
-600
Closed -$89K – 11450
2014
Q1 		$89K Hold
600
– – ﹤0.01% 6145
2013
Q4 		$80K Sell
600
-49,500
-99% -$6.53M ﹤0.01% 6358
2013
Q3 		$5.77M Buy
50,100
+47,100
+1,570% +$5.4M 0.01% 1593
2013
Q2 		$326K Buy
+3,000
New +$312K ﹤0.01% 4551

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 $7.5B AUM 22.48% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $194B AUM 35% 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.