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Advocacy Wealth Management Services’s Becton Dickinson BDX Stock Holding History

Advocacy Wealth Management Services’s Portfolio BDX Stock Details BDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-204
Closed -$31K – 510
2015
Q4 		$31K Buy
+204
New +$29.4K 0.04% 215
2013
Q3 		$33K Buy
323
+118
+58% +$11.6K 0.09% 136
2013
Q2 		$20K Buy
+205
New +$19.5K 0.08% 142

Other funds holding BDX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Advocacy Wealth Management Services's BDX Position: Q1 2016 in Review

Advocacy Wealth Management Services sold out of Becton Dickinson (BDX) in Q1 2016, closing a stake of 204 shares — an estimated $31K sold.

Advocacy Wealth Management Services first reported a position in BDX in Q2 2013 and held it in 3 quarters. The position peaked at $33K in Q3 2013. 957 funds tracked by Wall St. Rank hold BDX as of Q1 2016.

  • Advocacy Wealth Management Services reported no remaining Becton Dickinson position as of Q1 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 204 Becton Dickinson shares in Q1 2016, an estimated $31K.
  • Advocacy Wealth Management Services first reported a position in Becton Dickinson in Q2 2013 and held it in 3 quarters.
  • Advocacy Wealth Management Services's Becton Dickinson position peaked at $33K in Q3 2013.
  • 957 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2016, filed 20 Apr 2016.