Carson Wealth (CWM LLC)’s Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6 BDXA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BDXA Stock Details BDXA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-198	Closed	-$11K	–	1590
2017 Q4	$11K	Hold	198	–	–	﹤0.01%	875
2017 Q3	$11K	Buy	+198	New	+$11K	﹤0.01%	873

Other funds holding BDXA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BDXA Position: Q1 2018 in Review

Carson Wealth (CWM LLC) sold out of Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6 (BDXA) in Q1 2018, closing a stake of 198 shares — an estimated $11K sold.

Carson Wealth (CWM LLC) first reported a position in BDXA in Q3 2017 and held it in 2 quarters. The position peaked at $11K in Q4 2017. 63 funds tracked by Wall St. Rank hold BDXA as of Q1 2018.

Carson Wealth (CWM LLC) reported no remaining Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6 position as of Q1 2018 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 198 Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6 shares in Q1 2018, an estimated $11K.
Carson Wealth (CWM LLC) first reported a position in Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6 in Q3 2017 and held it in 2 quarters.
Carson Wealth (CWM LLC)'s Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6 position peaked at $11K in Q4 2017.
63 funds tracked by Wall St. Rank held Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6 as of Q1 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2018, filed 26 Apr 2018.