W
BCR

Wealthfront’s CR Bard Inc. BCR Stock Holding History

Wealthfront’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
-2,541
Closed -$814K – 529
2017
Q3 		$814K Buy
2,541
+53
+2% +$16.9K 0.01% 232
2017
Q2 		$786K Buy
2,488
+268
+12% +$79.6K 0.01% 188
2017
Q1 		$552K Buy
2,220
+333
+18% +$80.3K 0.01% 209
2016
Q4 		$424K Buy
1,887
+183
+11% +$39.8K 0.01% 228
2016
Q3 		$382K Buy
1,704
+70
+4% +$15.8K 0.01% 232
2016
Q2 		$384K Buy
1,634
+79
+5% +$17.2K 0.01% 209
2016
Q1 		$315K Buy
1,555
+92
+6% +$17.4K 0.01% 235
2015
Q4 		$277K Sell
1,463
-136
-9% -$25.5K 0.01% 233
2015
Q3 		$298K Buy
1,599
+309
+24% +$58.5K 0.01% 202
2015
Q2 		$220K Buy
1,290
+425
+49% +$72.6K 0.01% 245
2015
Q1 		$145K Buy
865
+30
+4% +$5.14K 0.01% 315
2014
Q4 		$139K Buy
835
+238
+40% +$38.5K 0.01% 295
2014
Q3 		$85K Buy
597
+151
+34% +$22.3K 0.01% 313
2014
Q2 		$65K Sell
446
-39
-8% -$5.57K 0.01% 317
2014
Q1 		$72K Buy
+485
New +$67.1K 0.01% 197

Other funds holding BCR

Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
QCMA
Quad Capital Management Advisors New York $31.4M AUM 22.55% 1-Year Est. Return
AAF
Andra AP-fonden Goteborg, Sweden $8.39B AUM 21.19% 1-Year Est. Return

Wealthfront's BCR Position: Q4 2017 in Review

Wealthfront sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 2,541 shares — an estimated $814K sold.

Wealthfront first reported a position in BCR in Q1 2014 and held it in 15 quarters. The position peaked at $814K in Q3 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Wealthfront reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Wealthfront sold 2,541 CR Bard Inc. shares in Q4 2017, an estimated $814K.
  • Wealthfront first reported a position in CR Bard Inc. in Q1 2014 and held it in 15 quarters.
  • Wealthfront's CR Bard Inc. position peaked at $814K in Q3 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Wealthfront's 13F filing for Q4 2017, filed 9 Feb 2018.