UCFA
BCR

United Capital Financial Advisors’s CR Bard Inc. BCR Stock Holding History

United Capital Financial Advisors’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
2018
Q1 		– Sell
-706
Closed -$234K – 1406
2017
Q4 		$234K Sell
706
-80
-10% -$26.4K ﹤0.01% 1193
2017
Q3 		$252K Sell
786
-215
-21% -$68.8K ﹤0.01% 1173
2017
Q2 		$316K Buy
1,001
+56
+6% +$16.6K ﹤0.01% 1060
2017
Q1 		$235K Sell
945
-8
-0.8% -$1.93K ﹤0.01% 1138
2016
Q4 		$214K Sell
953
-498
-34% -$108K ﹤0.01% 1161
2016
Q3 		$325K Sell
1,451
-494
-25% -$111K ﹤0.01% 1053
2016
Q2 		$457K Sell
1,945
-203
-9% -$44.1K ﹤0.01% 939
2016
Q1 		$435K Buy
+2,148
New +$405K ﹤0.01% 914
2015
Q4 		– Sell
-1,243
Closed -$232K – 1346
2015
Q3 		$232K Sell
1,243
-75
-6% -$14.2K ﹤0.01% 1124
2015
Q2 		$225K Sell
1,318
-116
-8% -$19.8K ﹤0.01% 1151
2015
Q1 		$239K Sell
1,434
-109
-7% -$18.7K ﹤0.01% 1132
2014
Q4 		$257K Buy
+1,543
New +$249K ﹤0.01% 1019

Other funds holding BCR

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

United Capital Financial Advisors's BCR Position: Q1 2018 in Review

United Capital Financial Advisors sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 706 shares — an estimated $234K sold.

United Capital Financial Advisors first reported a position in BCR in Q4 2014 and held it in 12 quarters. The position peaked at $457K in Q2 2016. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • United Capital Financial Advisors reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 706 CR Bard Inc. shares in Q1 2018, an estimated $234K.
  • United Capital Financial Advisors first reported a position in CR Bard Inc. in Q4 2014 and held it in 12 quarters.
  • United Capital Financial Advisors's CR Bard Inc. position peaked at $457K in Q2 2016.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.