WIL
BCR

Winifred I. Li’s CR Bard Inc. BCR Stock Holding History

Winifred I. Li’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
2014
Q4 		$17K Buy
102
+5
+5% +$808 0.02% 378
2014
Q3 		$14K Sell
97
-275
-74% -$40.6K 0.01% 361
2014
Q2 		$53K Sell
372
-5,090
-93% -$727K 0.05% 289
2014
Q1 		$808K Sell
5,462
-70
-1% -$9.69K 0.7% 37
2013
Q4 		$741K Buy
5,532
+118
+2% +$15.6K 0.64% 48
2013
Q3 		$624K Buy
5,414
+500
+10% +$57.3K 0.58% 57
2013
Q2 		$534K Buy
+4,914
New +$511K 0.5% 71

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Winifred I. Li's BCR Position: Q4 2014 in Review

Winifred I. Li increased its CR Bard Inc. (BCR) stake by 5.2% in Q4 2014, buying an estimated $808 and bringing the position to 102 shares worth $17K. The position accounts for 0.02% of the portfolio, ranked #378.

Winifred I. Li first reported a position in BCR in Q2 2013 and has held it in 7 quarters since. The position peaked at $808K in Q1 2014. 577 funds tracked by Wall St. Rank hold BCR as of Q4 2014.

  • Winifred I. Li held 102 shares of CR Bard Inc. worth $17K as of Q4 2014.
  • Winifred I. Li bought 5 CR Bard Inc. shares in Q4 2014, an estimated $808.
  • CR Bard Inc. made up 0.02% of Winifred I. Li's portfolio in Q4 2014, its #378 holding.
  • Winifred I. Li first reported a position in CR Bard Inc. in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's CR Bard Inc. position peaked at $808K in Q1 2014.
  • 577 funds tracked by Wall St. Rank held CR Bard Inc. as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.