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Beacon Financial Group’s Becton Dickinson BDX Stock Holding History

Beacon Financial Group’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
2017
Q4 		– Sell
-4,785
Closed -$915K – 180
2017
Q3 		$915K Buy
4,785
+2
+0% +$388 0.17% 96
2017
Q2 		$902K Sell
4,783
-43
-0.9% -$7.85K 0.17% 93
2017
Q1 		$864K Sell
4,826
-119
-2% -$20.7K 0.17% 88
2016
Q4 		$798K Buy
4,945
+36
+0.7% +$5.97K 0.16% 90
2016
Q3 		$845K Sell
4,909
-13
-0.3% -$2.22K 0.18% 84
2016
Q2 		$808K Sell
4,922
-5,338
-52% -$854K 0.18% 84
2016
Q1 		$1.53M Sell
10,260
-4,346
-30% -$617K 0.33% 63
2015
Q4 		$2.21M Sell
14,606
-1,385
-9% -$199K 0.51% 50
2015
Q3 		$2.04M Sell
15,991
-665
-4% -$92.9K 0.5% 56
2015
Q2 		$2.3M Sell
16,656
-5,412
-25% -$747K 0.5% 56
2015
Q1 		$3.14M Sell
22,068
-2,326
-10% -$326K 0.7% 50
2014
Q4 		$3.33M Buy
24,394
+8,121
+50% +$1.04M 0.69% 52
2014
Q3 		$1.81M Sell
16,273
-1,202
-7% -$137K 0.39% 70
2014
Q2 		$2.04M Buy
17,475
+43
+0.2% +$4.88K 0.45% 68
2014
Q1 		$1.97M Sell
17,432
-1,138
-6% -$125K 0.4% 68
2013
Q4 		$2M Sell
18,570
-2,142
-10% -$222K 0.39% 67
2013
Q3 		$2.02M Buy
+20,712
New +$2.03M 0.43% 59

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Financial Group's BDX Position: Q4 2017 in Review

Beacon Financial Group sold out of Becton Dickinson (BDX) in Q4 2017, closing a stake of 4,785 shares — an estimated $915K sold.

Beacon Financial Group first reported a position in BDX in Q3 2013 and held it in 17 quarters. The position peaked at $3.33M in Q4 2014. 1,238 funds tracked by Wall St. Rank hold BDX as of Q4 2017.

  • Beacon Financial Group reported no remaining Becton Dickinson position as of Q4 2017 after selling out during the quarter.
  • Beacon Financial Group sold 4,785 Becton Dickinson shares in Q4 2017, an estimated $915K.
  • Beacon Financial Group first reported a position in Becton Dickinson in Q3 2013 and held it in 17 quarters.
  • Beacon Financial Group's Becton Dickinson position peaked at $3.33M in Q4 2014.
  • 1,238 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2017.

Based on Beacon Financial Group's 13F filing for Q4 2017, filed 3 Jan 2018.