VWM
BCR

Valley Wealth Managers’s CR Bard Inc. BCR Stock Holding History

Valley Wealth Managers’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
Q2 		– Sell
-61,282
Closed -$15.2M – 201
2017
Q1 		$15.2M Sell
61,282
-2,035
-3% -$491K 2.02% 20
2016
Q4 		$14.2M Buy
63,317
+1,160
+2% +$252K 2.03% 21
2016
Q3 		$13.9M Sell
62,157
-820
-1% -$185K 2.05% 23
2016
Q2 		$14.8M Sell
62,977
-3,795
-6% -$824K 2.26% 10
2016
Q1 		$13.5M Sell
66,772
-1,686
-2% -$318K 2.29% 15
2015
Q4 		$13M Sell
68,458
-472
-0.7% -$88.4K 2.33% 21
2015
Q3 		$12.8M Sell
68,930
-3,414
-5% -$646K 2.34% 10
2015
Q2 		$12.3M Buy
72,344
+700
+1% +$120K 2.15% 22
2015
Q1 		$12M Buy
71,644
+1,074
+2% +$184K 2.06% 27
2014
Q4 		$11.8M Buy
70,570
+885
+1% +$143K 2.1% 24
2014
Q3 		$9.95M Sell
69,685
-1,260
-2% -$186K 1.9% 37
2014
Q2 		$10.1M Buy
70,945
+2,087
+3% +$298K 1.93% 34
2014
Q1 		$10.2M Sell
68,858
-1,303
-2% -$180K 2.04% 29
2013
Q4 		$9.4M Sell
70,161
-5,266
-7% -$694K 1.93% 33
2013
Q3 		$8.69M Sell
75,427
-492
-0.6% -$56.4K 1.9% 35
2013
Q2 		$8.25M Buy
+75,919
New +$7.9M 1.87% 34

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACPU
Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valley Wealth Managers's BCR Position: Q2 2017 in Review

Valley Wealth Managers sold out of CR Bard Inc. (BCR) in Q2 2017, closing a stake of 61,282 shares — an estimated $15.2M sold.

Valley Wealth Managers first reported a position in BCR in Q2 2013 and held it in 16 quarters. The position peaked at $15.2M in Q1 2017. 675 funds tracked by Wall St. Rank hold BCR as of Q2 2017.

  • Valley Wealth Managers reported no remaining CR Bard Inc. position as of Q2 2017 after selling out during the quarter.
  • Valley Wealth Managers sold 61,282 CR Bard Inc. shares in Q2 2017, an estimated $15.2M.
  • Valley Wealth Managers first reported a position in CR Bard Inc. in Q2 2013 and held it in 16 quarters.
  • Valley Wealth Managers's CR Bard Inc. position peaked at $15.2M in Q1 2017.
  • 675 funds tracked by Wall St. Rank held CR Bard Inc. as of Q2 2017.

Based on Valley Wealth Managers's 13F filing for Q2 2017, filed 13 Jul 2017.