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 $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

Wealthspire Advisors (Maryland)'s BCR Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 293 shares — an estimated $94K sold.

Wealthspire Advisors (Maryland) first reported a position in BCR in Q4 2015 and held it in 8 quarters. The position peaked at $207K in Q2 2016. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 293 CR Bard Inc. shares in Q4 2017, an estimated $94K.
  • Wealthspire Advisors (Maryland) first reported a position in CR Bard Inc. in Q4 2015 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s CR Bard Inc. position peaked at $207K in Q2 2016.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.