IMA Advisory Services’s Becton Dickinson BDX Stock Holding History

IMA Advisory 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
2019 Q1	–	Sell	-63	Closed	-$14K	–	283
2018 Q4	$14K	Hold	63	–	–	0.01%	198
2018 Q3	$16K	Hold	63	–	–	0.01%	200
2018 Q2	$15K	Buy	+63	New	+$14K	0.01%	235
2016 Q1	–	Sell	-6,980	Closed	-$1.02M	–	108
2015 Q4	$1.02M	Buy	6,980 +61	+0.9%	+$8.78K	0.62%	55
2015 Q3	$868K	Sell	6,919 -359	-5%	-$50.1K	0.55%	60
2015 Q2	$1.01M	Sell	7,278 -215	-3%	-$29.7K	0.48%	59
2015 Q1	$1.05M	Sell	7,493 -41	-0.5%	-$5.74K	0.51%	55
2014 Q4	$1.02M	Sell	7,534 -277	-4%	-$35.4K	0.53%	60
2014 Q3	$867K	Hold	7,811	–	–	0.41%	69
2014 Q2	$901K	Sell	7,811 -184	-2%	-$20.9K	0.41%	71
2014 Q1	$913K	Sell	7,995 -666	-8%	-$73.2K	0.43%	71
2013 Q4	$934K	Sell	8,661 -72	-0.8%	-$7.46K	0.44%	70
2013 Q3	$852K	Hold	8,733	–	–	0.42%	77
2013 Q2	$842K	Buy	+8,733	New	+$833K	0.46%	78

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IMA Advisory Services's BDX Position: Q1 2019 in Review

IMA Advisory Services sold out of Becton Dickinson (BDX) in Q1 2019, closing a stake of 63 shares — an estimated $14K sold.

IMA Advisory Services first reported a position in BDX in Q2 2013 and held it in 14 quarters. The position peaked at $1.05M in Q1 2015. 1,381 funds tracked by Wall St. Rank hold BDX as of Q1 2019.

IMA Advisory Services reported no remaining Becton Dickinson position as of Q1 2019 after selling out during the quarter.
IMA Advisory Services sold 63 Becton Dickinson shares in Q1 2019, an estimated $14K.
IMA Advisory Services first reported a position in Becton Dickinson in Q2 2013 and held it in 14 quarters.
IMA Advisory Services's Becton Dickinson position peaked at $1.05M in Q1 2015.
1,381 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2019.

Based on IMA Advisory Services's 13F filing for Q1 2019, filed 9 May 2019.