Integrated Wealth Counsel’s Becton Dickinson BDX Stock Holding History

Integrated Wealth Counsel’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
2016 Q4	$14K	Hold	89	–	–	0.03%	133
2016 Q3	$16K	Buy	+89	New	+$15.2K	0.03%	116
2016 Q1	–	Sell	-118	Closed	-$15K	–	81
2015 Q4	$15K	Hold	118	–	–	0.02%	60
2015 Q3	$15K	Hold	118	–	–	0.03%	68
2015 Q2	$16K	Sell	118 -231	-66%	-$31.9K	0.02%	66
2015 Q1	$49K	Sell	349 -87	-20%	-$12.2K	0.06%	60
2014 Q4	$59K	Hold	436	–	–	0.07%	54
2014 Q3	$48K	Sell	436 -3,613	-89%	-$412K	0.05%	56
2014 Q2	$467K	Sell	4,049 -625	-13%	-$70.9K	0.37%	24
2014 Q1	$534K	Sell	4,674 -466	-9%	-$51.2K	0.42%	41
2013 Q4	$554K	Sell	5,140 -267	-5%	-$27.7K	0.41%	44
2013 Q3	$528K	Sell	5,407 -984	-15%	-$96.3K	0.38%	43
2013 Q2	$616K	Buy	+6,391	New	+$609K	0.44%	46

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Integrated Wealth Counsel's BDX Position: Q4 2016 in Review

Integrated Wealth Counsel held its Becton Dickinson (BDX) position steady in Q4 2016 at 89 shares worth $14K. The position accounts for 0.03% of the portfolio, ranked #133.

Integrated Wealth Counsel first reported a position in BDX in Q2 2013 and has held it in 13 quarters since. The position peaked at $616K in Q2 2013. 1,033 funds tracked by Wall St. Rank hold BDX as of Q4 2016.

Integrated Wealth Counsel held 89 shares of Becton Dickinson worth $14K as of Q4 2016.
Integrated Wealth Counsel left its Becton Dickinson share count unchanged in Q4 2016.
Becton Dickinson made up 0.03% of Integrated Wealth Counsel's portfolio in Q4 2016, its #133 holding.
Integrated Wealth Counsel first reported a position in Becton Dickinson in Q2 2013 and has held it in 13 quarters since.
Integrated Wealth Counsel's Becton Dickinson position peaked at $616K in Q2 2013.
1,033 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.