EWM
BDX icon

Elite Wealth Management’s Becton Dickinson BDX Stock Holding History

Elite 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
2014
Q1 		– Sell
-154
Closed -$17K – 354
2013
Q4 		$17K Buy
+154
New +$16K 0.01% 293

Other funds holding BDX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elite Wealth Management's BDX Position: Q1 2014 in Review

Elite Wealth Management sold out of Becton Dickinson (BDX) in Q1 2014, closing a stake of 154 shares — an estimated $17K sold.

Elite Wealth Management first reported a position in BDX in Q4 2013 and held it in 1 quarter. The position peaked at $17K in Q4 2013. 844 funds tracked by Wall St. Rank hold BDX as of Q1 2014.

  • Elite Wealth Management reported no remaining Becton Dickinson position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 154 Becton Dickinson shares in Q1 2014, an estimated $17K.
  • Elite Wealth Management first reported a position in Becton Dickinson in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Becton Dickinson position peaked at $17K in Q4 2013.
  • 844 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.