WA
BCR

WFG Advisors’s CR Bard Inc. BCR Stock Holding History

WFG Advisors’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
Q2 		$78K Sell
246
-248
-50% -$73.7K 0.02% 590
2017
Q1 		$123K Hold
494
– – 0.03% 441
2016
Q4 		$111K Buy
+494
New +$107K 0.03% 500

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ACPU
Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WFG Advisors's BCR Position: Q2 2017 in Review

WFG Advisors reduced its CR Bard Inc. (BCR) stake by 50% in Q2 2017, selling an estimated $73.7K and leaving 246 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #590.

WFG Advisors first reported a position in BCR in Q4 2016 and has held it in 3 quarters since. The position peaked at $123K in Q1 2017. 675 funds tracked by Wall St. Rank hold BCR as of Q2 2017.

  • WFG Advisors held 246 shares of CR Bard Inc. worth $78K as of Q2 2017.
  • WFG Advisors sold 248 CR Bard Inc. shares in Q2 2017, an estimated $73.7K.
  • CR Bard Inc. made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #590 holding.
  • WFG Advisors first reported a position in CR Bard Inc. in Q4 2016 and has held it in 3 quarters since.
  • WFG Advisors's CR Bard Inc. position peaked at $123K in Q1 2017.
  • 675 funds tracked by Wall St. Rank held CR Bard Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.