UMA
BCR

USA Mutuals Advisors’s CR Bard Inc. BCR Stock Holding History

USA Mutuals 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
2016
Q3 		– Sell
-13
Closed -$3K – 199
2016
Q2 		$3K Hold
13
– – ﹤0.01% 136
2016
Q1 		$3K Buy
+13
New +$2.45K ﹤0.01% 135

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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

USA Mutuals Advisors's BCR Position: Q3 2016 in Review

USA Mutuals Advisors sold out of CR Bard Inc. (BCR) in Q3 2016, closing a stake of 13 shares — an estimated $3K sold.

USA Mutuals Advisors first reported a position in BCR in Q1 2016 and held it in 2 quarters. The position peaked at $3K in Q2 2016. 630 funds tracked by Wall St. Rank hold BCR as of Q3 2016.

  • USA Mutuals Advisors reported no remaining CR Bard Inc. position as of Q3 2016 after selling out during the quarter.
  • USA Mutuals Advisors sold 13 CR Bard Inc. shares in Q3 2016, an estimated $3K.
  • USA Mutuals Advisors first reported a position in CR Bard Inc. in Q1 2016 and held it in 2 quarters.
  • USA Mutuals Advisors's CR Bard Inc. position peaked at $3K in Q2 2016.
  • 630 funds tracked by Wall St. Rank held CR Bard Inc. as of Q3 2016.

Based on USA Mutuals Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.