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Cypress Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Cypress Wealth 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
2017
Q2 		– Sell
-1,658
Closed -$297K – 99
2017
Q1 		$297K Sell
1,658
-11
-0.7% -$1.92K 0.14% 149
2016
Q4 		$270K Hold
1,669
– – 0.12% 151
2016
Q3 		$293K Buy
1,669
+53
+3% +$9.06K 0.13% 139
2016
Q2 		$267K Sell
1,616
-151
-9% -$24.1K 0.13% 141
2016
Q1 		$262K Buy
1,767
+163
+10% +$23.1K 0.12% 150
2015
Q4 		$241K Buy
1,604
+18
+1% +$2.59K 0.12% 152
2015
Q3 		$205K Hold
1,586
– – 0.11% 168
2015
Q2 		$219K Buy
+1,586
New +$219K 0.13% 135

Other funds holding BDX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Cypress Wealth Advisors's BDX Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Becton Dickinson (BDX) in Q2 2017, closing a stake of 1,658 shares — an estimated $297K sold.

Cypress Wealth Advisors first reported a position in BDX in Q2 2015 and held it in 8 quarters. The position peaked at $297K in Q1 2017. 1,079 funds tracked by Wall St. Rank hold BDX as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Becton Dickinson position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 1,658 Becton Dickinson shares in Q2 2017, an estimated $297K.
  • Cypress Wealth Advisors first reported a position in Becton Dickinson in Q2 2015 and held it in 8 quarters.
  • Cypress Wealth Advisors's Becton Dickinson position peaked at $297K in Q1 2017.
  • 1,079 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.