Wealth Enhancement Advisory Services
BCR

Wealth Enhancement Advisory Services’s CR Bard Inc. BCR Stock Holding History

Wealth Enhancement Advisory Services’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
2016
Q4 		– Sell
-2,980
Closed -$660K – 195
2016
Q3 		$660K Sell
2,980
-2,045
-41% -$460K 0.1% 120
2016
Q2 		$1.18M Buy
+5,025
New +$1.09M 0.21% 100

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
abrdn Investment Management
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wealth Enhancement Advisory Services's BCR Position: Q4 2016 in Review

Wealth Enhancement Advisory Services sold out of CR Bard Inc. (BCR) in Q4 2016, closing a stake of 2,980 shares — an estimated $660K sold.

Wealth Enhancement Advisory Services first reported a position in BCR in Q2 2016 and held it in 2 quarters. The position peaked at $1.18M in Q2 2016. 643 funds tracked by Wall St. Rank hold BCR as of Q4 2016.

  • Wealth Enhancement Advisory Services reported no remaining CR Bard Inc. position as of Q4 2016 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 2,980 CR Bard Inc. shares in Q4 2016, an estimated $660K.
  • Wealth Enhancement Advisory Services first reported a position in CR Bard Inc. in Q2 2016 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's CR Bard Inc. position peaked at $1.18M in Q2 2016.
  • 643 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2016.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2016, filed 31 Jan 2017.