Veritable’s CR Bard Inc. BCR Stock Holding History

Veritable’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	-6,804	Closed	-$2.18M	–	843
2017 Q3	$2.18M	Sell	6,804 -2	-0%	-$640	0.05%	208
2017 Q2	$2.15M	Buy	6,806 +3,263	+92%	+$969K	0.05%	210
2017 Q1	$881K	Sell	3,543 -11	-0.3%	-$2.65K	0.02%	355
2016 Q4	$798K	Buy	3,554 +75	+2%	+$16.3K	0.02%	358
2016 Q3	$780K	Buy	3,479 +522	+18%	+$117K	0.02%	367
2016 Q2	$695K	Buy	2,957 +102	+4%	+$22.2K	0.02%	371
2016 Q1	$579K	Sell	2,855 -20	-0.7%	-$3.77K	0.02%	406
2015 Q4	$545K	Sell	2,875 -19	-0.7%	-$3.56K	0.01%	438
2015 Q3	$539K	Sell	2,894 -111	-4%	-$21K	0.02%	424
2015 Q2	$513K	Sell	3,005 -308	-9%	-$52.6K	0.01%	457
2015 Q1	$554K	Sell	3,313 -110	-3%	-$18.9K	0.01%	574
2014 Q4	$570K	Sell	3,423 -311	-8%	-$50.3K	0.01%	559
2014 Q3	$533K	Buy	3,734 +221	+6%	+$32.6K	0.01%	586
2014 Q2	$502K	Sell	3,513 -446	-11%	-$63.7K	0.01%	605
2014 Q1	$586K	Buy	3,959 +60	+2%	+$8.3K	0.01%	538
2013 Q4	$522K	Sell	3,899 -670	-15%	-$88.4K	0.01%	572
2013 Q3	$526K	Sell	4,569 -157	-3%	-$18K	0.01%	565
2013 Q2	$514K	Buy	+4,726	New	+$492K	0.01%	565

Other funds holding BCR

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

CIBC World Markets New York $20.8B AUM

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Quad Capital Management Advisors New York $31.4M AUM 22.55% 1-Year Est. Return

Andra AP-fonden Goteborg, Sweden $8.39B AUM 21.19% 1-Year Est. Return