WAM
BCR

Watermark Asset Management’s CR Bard Inc. BCR Stock Holding History

Watermark Asset Management’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
2018
Q1 		– Sell
-11
Closed -$4K – 259
2017
Q4 		$4K Hold
11
– – ﹤0.01% 193
2017
Q3 		$4K Hold
11
– – ﹤0.01% 191
2017
Q2 		$3K Hold
11
– – ﹤0.01% 214
2017
Q1 		$3K Buy
+11
New +$2.65K ﹤0.01% 208

Other funds holding BCR

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Watermark Asset Management's BCR Position: Q1 2018 in Review

Watermark Asset Management sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 11 shares — an estimated $4K sold.

Watermark Asset Management first reported a position in BCR in Q1 2017 and held it in 4 quarters. The position peaked at $4K in Q4 2017. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • Watermark Asset Management reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • Watermark Asset Management sold 11 CR Bard Inc. shares in Q1 2018, an estimated $4K.
  • Watermark Asset Management first reported a position in CR Bard Inc. in Q1 2017 and held it in 4 quarters.
  • Watermark Asset Management's CR Bard Inc. position peaked at $4K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Watermark Asset Management's 13F filing for Q1 2018, filed 17 Apr 2018.