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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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. 644 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.
  • 644 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.