WT
BCR

Whittier Trust’s CR Bard Inc. BCR Stock Holding History

Whittier Trust’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
-529
Closed -$170K – 1407
2017
Q3 		$170K Sell
529
-62
-10% -$19.8K 0.01% 522
2017
Q2 		$187K Hold
591
– – 0.01% 475
2017
Q1 		$147K Buy
591
+42
+8% +$10.1K 0.01% 510
2016
Q4 		$123K Hold
549
– – 0.01% 542
2016
Q3 		$123K Hold
549
– – 0.01% 535
2016
Q2 		$129K Hold
549
– – 0.01% 537
2016
Q1 		$111K Buy
549
+200
+57% +$37.7K ﹤0.01% 568
2015
Q4 		$66K Sell
349
-62
-15% -$11.6K ﹤0.01% 675
2015
Q3 		$77K Buy
411
+372
+954% +$70.4K ﹤0.01% 630
2015
Q2 		$7K Buy
+39
New +$6.66K ﹤0.01% 1059

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

Whittier Trust's BCR Position: Q4 2017 in Review

Whittier Trust sold out of CR Bard Inc. (BCR) in Q4 2017, closing a stake of 529 shares — an estimated $170K sold.

Whittier Trust first reported a position in BCR in Q2 2015 and held it in 10 quarters. The position peaked at $187K in Q2 2017. 111 funds tracked by Wall St. Rank hold BCR as of Q4 2017.

  • Whittier Trust reported no remaining CR Bard Inc. position as of Q4 2017 after selling out during the quarter.
  • Whittier Trust sold 529 CR Bard Inc. shares in Q4 2017, an estimated $170K.
  • Whittier Trust first reported a position in CR Bard Inc. in Q2 2015 and held it in 10 quarters.
  • Whittier Trust's CR Bard Inc. position peaked at $187K in Q2 2017.
  • 111 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2017.

Based on Whittier Trust's 13F filing for Q4 2017, filed 7 Feb 2018.