WA
BCR

Waverly Advisors’s CR Bard Inc. BCR Stock Holding History

Waverly Advisors’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
2014
Q4 		– Sell
-1,000
Closed -$143K – 787
2014
Q3 		$143K Hold
1,000
– – 0.08% 108
2014
Q2 		$143K Hold
1,000
– – 0.06% 116
2014
Q1 		$148K Hold
1,000
– – 0.07% 111
2013
Q4 		$134K Buy
+1,000
New +$132K 0.05% 189

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Waverly Advisors's BCR Position: Q4 2014 in Review

Waverly Advisors sold out of CR Bard Inc. (BCR) in Q4 2014, closing a stake of 1,000 shares — an estimated $143K sold.

Waverly Advisors first reported a position in BCR in Q4 2013 and held it in 4 quarters. The position peaked at $148K in Q1 2014. 577 funds tracked by Wall St. Rank hold BCR as of Q4 2014.

  • Waverly Advisors reported no remaining CR Bard Inc. position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 1,000 CR Bard Inc. shares in Q4 2014, an estimated $143K.
  • Waverly Advisors first reported a position in CR Bard Inc. in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's CR Bard Inc. position peaked at $148K in Q1 2014.
  • 577 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.