WAM
BCR

Wealthspire Advisors (Maryland)’s CR Bard Inc. BCR Stock Holding History

Wealthspire Advisors (Maryland)’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
-293
Closed -$94K – 2675
2017
Q3 		$94K Sell
293
-154
-34% -$49.2K 0.01% 737
2017
Q2 		$141K Sell
447
-341
-43% -$101K 0.02% 566
2017
Q1 		$196K Buy
788
+113
+17% +$27.2K 0.03% 401
2016
Q4 		$152K Sell
675
-1
-0.1% -$217 0.02% 452
2016
Q3 		$152K Sell
676
-203
-23% -$45.7K 0.02% 465
2016
Q2 		$207K Sell
879
-17
-2% -$3.69K 0.03% 357
2016
Q1 		$182K Sell
896
-56
-6% -$10.6K 0.03% 388
2015
Q4 		$180K Buy
+952
New +$178K 0.03% 390

Other funds holding BCR

Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 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