Gary Goldberg Planning Services’s Becton Dickinson BDX Stock Holding History

Gary Goldberg Planning Services’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 Q4	$275K	Sell	2,028 -101	-5%	-$12.9K	0.12%	91
2014 Q3	$236K	Sell	2,129 -583	-21%	-$66.5K	0.1%	105
2014 Q2	$313K	Buy	2,712 +1	+0%	+$113	0.14%	86
2014 Q1	$310K	Sell	2,711 -1,233	-31%	-$136K	0.15%	83
2013 Q4	$425K	Sell	3,944 -824	-17%	-$85.4K	0.25%	61
2013 Q3	$465K	Buy	4,768 +78	+2%	+$7.63K	0.28%	57
2013 Q2	$452K	Buy	+4,690	New	+$447K	0.29%	52

Other funds holding BDX

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Gary Goldberg Planning Services's BDX Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Becton Dickinson (BDX) stake by 4.7% in Q4 2014, selling an estimated $12.9K and leaving 2,028 shares worth $275K. The position accounts for 0.12% of the portfolio, ranked #91.

Gary Goldberg Planning Services first reported a position in BDX in Q2 2013 and has held it in 7 quarters since. The position peaked at $465K in Q3 2013. 883 funds tracked by Wall St. Rank hold BDX as of Q4 2014.

Gary Goldberg Planning Services held 2,028 shares of Becton Dickinson worth $275K as of Q4 2014.
Gary Goldberg Planning Services sold 101 Becton Dickinson shares in Q4 2014, an estimated $12.9K.
Becton Dickinson made up 0.12% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #91 holding.
Gary Goldberg Planning Services first reported a position in Becton Dickinson in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Becton Dickinson position peaked at $465K in Q3 2013.
883 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.