VNA
BCR

Valley National Advisers’s CR Bard Inc. BCR Stock Holding History

Valley National Advisers’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
-17,991
Closed -$5.77M – 758
2017
Q3 		$5.77M Sell
17,991
-1,202
-6% -$384K 1.97% 6
2017
Q2 		$6.07M Sell
19,193
-59
-0.3% -$17.5K 2.18% 6
2017
Q1 		$4.79M Sell
19,252
-301
-2% -$72.6K 1.82% 7
2016
Q4 		$4.39M Hold
19,553
– – 2.02% 12
2016
Q3 		$4.38M Buy
19,553
+2,866
+17% +$645K 2.27% 9
2016
Q2 		$3.92M Sell
16,687
-49
-0.3% -$10.6K 2.04% 11
2016
Q1 		$3.39M Buy
16,736
+6,177
+58% +$1.17M 1.82% 11
2015
Q4 		$2M Buy
10,559
+100
+1% +$18.7K 1.18% 25
2015
Q3 		$1.95M Hold
10,459
– – 1.18% 22
2015
Q2 		$1.78M Buy
10,459
+3,244
+45% +$554K 1.01% 28
2015
Q1 		$1.21M Buy
7,215
+100
+1% +$17.1K 0.71% 43
2014
Q4 		$953K Buy
+7,115
New +$1.15M 0.72% 42

Other funds holding BCR

Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 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

Valley National Advisers's BCR Position: Q4 2017 in Review

Valley National Advisers sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 17,991 shares — an estimated $5.77M sold.

Valley National Advisers first reported a position in BCR in Q4 2014 and held it in 12 quarters. The position peaked at $6.07M in Q2 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Valley National Advisers reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Valley National Advisers sold 17,991 CR Bard Inc. shares in Q4 2017, an estimated $5.77M.
  • Valley National Advisers first reported a position in CR Bard Inc. in Q4 2014 and held it in 12 quarters.
  • Valley National Advisers's CR Bard Inc. position peaked at $6.07M in Q2 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Valley National Advisers's 13F filing for Q4 2017, filed 13 Feb 2018.