VDI
BCR

Vaughan David Investments’s CR Bard Inc. BCR Stock Holding History

Vaughan David Investments’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
-6,765
Closed -$2.17M – 183
2017
Q3 		$2.17M Sell
6,765
-10
-0.1% -$3.2K 0.11% 91
2017
Q2 		$2.14M Sell
6,775
-25
-0.4% -$7.42K 0.11% 91
2017
Q1 		$1.69M Sell
6,800
-25
-0.4% -$6.03K 0.09% 92
2016
Q4 		$1.53M Sell
6,825
-795
-10% -$173K 0.08% 92
2016
Q3 		$1.71M Hold
7,620
– – 0.09% 92
2016
Q2 		$1.79M Sell
7,620
-700
-8% -$152K 0.1% 92
2016
Q1 		$1.69M Hold
8,320
– – 0.1% 93
2015
Q4 		$1.58M Hold
8,320
– – 0.09% 92
2015
Q3 		$1.55M Sell
8,320
-225
-3% -$42.6K 0.1% 92
2015
Q2 		$1.46M Sell
8,545
-200
-2% -$34.2K 0.09% 95
2015
Q1 		$1.46M Sell
8,745
-50
-0.6% -$8.57K 0.09% 92
2014
Q4 		$1.47M Hold
8,795
– – 0.08% 94
2014
Q3 		$1.25M Hold
8,795
– – 0.08% 95
2014
Q2 		$1.26M Hold
8,795
– – 0.08% 95
2014
Q1 		$1.3M Sell
8,795
-300
-3% -$41.5K 0.08% 92
2013
Q4 		$1.22M Sell
9,095
-100
-1% -$13.2K 0.08% 96
2013
Q3 		$1.06M Sell
9,195
-5
-0.1% -$573 0.07% 95
2013
Q2 		$1M Buy
+9,200
New +$957K 0.07% 95

Other funds holding BCR

Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 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

Vaughan David Investments's BCR Position: Q4 2017 in Review

Vaughan David Investments sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 6,765 shares — an estimated $2.17M sold.

Vaughan David Investments first reported a position in BCR in Q2 2013 and held it in 18 quarters. The position peaked at $2.17M in Q3 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Vaughan David Investments reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Vaughan David Investments sold 6,765 CR Bard Inc. shares in Q4 2017, an estimated $2.17M.
  • Vaughan David Investments first reported a position in CR Bard Inc. in Q2 2013 and held it in 18 quarters.
  • Vaughan David Investments's CR Bard Inc. position peaked at $2.17M in Q3 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Vaughan David Investments's 13F filing for Q4 2017, filed 13 Feb 2018.