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Concert Wealth Management’s Becton Dickinson BDX Stock Holding History

Concert Wealth Management’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
Q1 		– Sell
-4,010
Closed -$646K – 492
2016
Q4 		$646K Sell
4,010
-6,652
-62% -$1.1M 0.14% 203
2016
Q3 		$1.86M Buy
10,662
+176
+2% +$30.1K 0.23% 112
2016
Q2 		$1.73M Sell
10,486
-483
-4% -$77.2K 0.23% 112
2016
Q1 		$1.64M Sell
10,969
-57
-0.5% -$8.09K 0.22% 118
2015
Q4 		$1.66M Buy
11,026
+304
+3% +$43.8K 0.22% 114
2015
Q3 		$1.39M Sell
10,722
-304
-3% -$42.5K 0.19% 136
2015
Q2 		$1.52M Buy
11,026
+1,833
+20% +$253K 0.2% 130
2015
Q1 		$880K Sell
9,193
-1,895
-17% -$265K 0.25% 105
2014
Q4 		$1.5M Buy
11,088
+5,208
+89% +$666K 0.23% 107
2014
Q3 		$655K Buy
5,880
+28
+0.5% +$3.19K 0.09% 212
2014
Q2 		$621K Buy
5,852
+1,582
+37% +$179K 0.08% 228
2014
Q1 		$481K Buy
4,270
+214
+5% +$23.5K 0.06% 280
2013
Q4 		$437K Buy
4,056
+611
+18% +$63.3K 0.06% 292
2013
Q3 		$337K Buy
3,445
+306
+10% +$30K 0.05% 339
2013
Q2 		$303K Buy
+3,139
New +$299K 0.05% 336

Other funds holding BDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Concert Wealth Management's BDX Position: Q1 2017 in Review

Concert Wealth Management sold out of Becton Dickinson (BDX) in Q1 2017, closing a stake of 4,010 shares — an estimated $646K sold.

Concert Wealth Management first reported a position in BDX in Q2 2013 and held it in 15 quarters. The position peaked at $1.86M in Q3 2016. 1,066 funds tracked by Wall St. Rank hold BDX as of Q1 2017.

  • Concert Wealth Management reported no remaining Becton Dickinson position as of Q1 2017 after selling out during the quarter.
  • Concert Wealth Management sold 4,010 Becton Dickinson shares in Q1 2017, an estimated $646K.
  • Concert Wealth Management first reported a position in Becton Dickinson in Q2 2013 and held it in 15 quarters.
  • Concert Wealth Management's Becton Dickinson position peaked at $1.86M in Q3 2016.
  • 1,066 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2017.

Based on Concert Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.