WCF
BCR

West Coast Financial’s CR Bard Inc. BCR Stock Holding History

West Coast Financial’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
-2,372
Closed -$760K – 142
2017
Q3 		$760K Sell
2,372
-102
-4% -$32.6K 0.21% 77
2017
Q2 		$782K Sell
2,474
-20,882
-89% -$6.2M 0.25% 65
2017
Q1 		$5.8M Sell
23,356
-389
-2% -$93.8K 1.85% 13
2016
Q4 		$5.33M Buy
23,745
+372
+2% +$80.8K 1.7% 18
2016
Q3 		$5.24M Sell
23,373
-9,679
-29% -$2.18M 1.68% 19
2016
Q2 		$7.77M Buy
33,052
+152
+0.5% +$33K 2.81% 3
2016
Q1 		$6.67M Buy
32,900
+467
+1% +$88.1K 2.75% 5
2015
Q4 		$6.14M Buy
32,433
+42
+0.1% +$7.87K 2.57% 7
2015
Q3 		$6.04M Buy
32,391
+754
+2% +$143K 2.69% 6
2015
Q2 		$5.39M Buy
31,637
+2,195
+7% +$375K 2.36% 9
2015
Q1 		$4.93M Buy
29,442
+2,379
+9% +$408K 2.29% 9
2014
Q4 		$4.51M Buy
27,063
+20
+0.1% +$3.23K 2.33% 10
2014
Q3 		$3.86M Buy
27,043
+1,173
+5% +$173K 2.17% 16
2014
Q2 		$3.68M Buy
25,870
+6,788
+36% +$970K 1.94% 20
2014
Q1 		$2.82M Sell
19,082
-826
-4% -$114K 1.43% 38
2013
Q4 		$2.67M Buy
19,908
+384
+2% +$50.6K 1.38% 41
2013
Q3 		$2.25M Sell
19,524
-25
-0.1% -$2.87K 1.25% 44
2013
Q2 		$2.13M Buy
+19,549
New +$2.03M 1.16% 46

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

West Coast Financial's BCR Position: Q4 2017 in Review

West Coast Financial sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 2,372 shares — an estimated $760K sold.

West Coast Financial first reported a position in BCR in Q2 2013 and held it in 18 quarters. The position peaked at $7.77M in Q2 2016. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • West Coast Financial reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • West Coast Financial sold 2,372 CR Bard Inc. shares in Q4 2017, an estimated $760K.
  • West Coast Financial first reported a position in CR Bard Inc. in Q2 2013 and held it in 18 quarters.
  • West Coast Financial's CR Bard Inc. position peaked at $7.77M in Q2 2016.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on West Coast Financial's 13F filing for Q4 2017, filed 19 Jan 2018.