Clear Perspective Advisors’s Becton Dickinson BDX Stock Holding History

Clear Perspective Advisors’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
2018 Q3	–	Sell	-70	Closed	-$16K	–	166
2018 Q2	$16K	Hold	70	–	–	0.01%	326
2018 Q1	$15K	Buy	70 +52	+289%	+$11.4K	0.01%	328
2017 Q4	$4K	Hold	18	–	–	﹤0.01%	396
2017 Q3	$4K	Hold	18	–	–	﹤0.01%	395
2017 Q2	$4K	Hold	18	–	–	﹤0.01%	395
2017 Q1	$3K	Hold	18	–	–	﹤0.01%	368
2016 Q4	$3K	Buy	+18	New	+$2.99K	﹤0.01%	361

Other funds holding BDX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Clear Perspective Advisors's BDX Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Becton Dickinson (BDX) in Q3 2018, closing a stake of 70 shares — an estimated $16K sold.

Clear Perspective Advisors first reported a position in BDX in Q4 2016 and held it in 7 quarters. The position peaked at $16K in Q2 2018. 1,316 funds tracked by Wall St. Rank hold BDX as of Q3 2018.

Clear Perspective Advisors reported no remaining Becton Dickinson position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 70 Becton Dickinson shares in Q3 2018, an estimated $16K.
Clear Perspective Advisors first reported a position in Becton Dickinson in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Becton Dickinson position peaked at $16K in Q2 2018.
1,316 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.