Integrated Wealth Management (Palm Desert)’s Becton Dickinson BDX Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$999K	Buy	5,580 +185	+3%	+$32.2K	0.33%	81
2016 Q4	$871K	Hold	5,395	–	–	0.32%	84
2016 Q3	$946K	Sell	5,395 -207	-4%	-$35.4K	0.34%	74
2016 Q2	$927K	Sell	5,602 -48	-0.8%	-$7.67K	0.36%	67
2016 Q1	$837K	Sell	5,650 -15	-0.3%	-$2.13K	0.35%	67
2015 Q4	$852K	Hold	5,665	–	–	0.37%	67
2015 Q3	$733K	Sell	5,665 -613	-10%	-$85.6K	0.32%	71
2015 Q2	$868K	Buy	6,278 +82	+1%	+$11.3K	0.34%	66
2015 Q1	$868K	Buy	+6,196	New	+$867K	0.36%	62

Other funds holding BDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BDX Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Becton Dickinson (BDX) stake by 3.4% in Q1 2017, buying an estimated $32.2K and bringing the position to 5,580 shares worth $999K. The position accounts for 0.33% of the portfolio, ranked #81.

Integrated Wealth Management (Palm Desert) first reported a position in BDX in Q1 2015 and has held it in 9 quarters since. 1,066 funds tracked by Wall St. Rank hold BDX as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 5,580 shares of Becton Dickinson worth $999K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 185 Becton Dickinson shares in Q1 2017, an estimated $32.2K.
Becton Dickinson made up 0.33% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #81 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Becton Dickinson in Q1 2015 and has held it in 9 quarters since.
1,066 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.