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Jacobus Wealth Management’s Becton Dickinson BDX Stock Holding History

Jacobus 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
2016
Q2 		– Sell
-2,017
Closed -$299K – 218
2016
Q1 		$299K Hold
2,017
– – 0.09% 164
2015
Q4 		$303K Hold
2,017
– – 0.09% 165
2015
Q3 		$261K Buy
2,017
+256
+15% +$35.8K 0.08% 179
2015
Q2 		$243K Buy
1,761
+287
+19% +$39.6K 0.06% 199
2015
Q1 		$206K Buy
+1,474
New +$206K 0.05% 208

Other funds holding BDX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Jacobus Wealth Management's BDX Position: Q2 2016 in Review

Jacobus Wealth Management sold out of Becton Dickinson (BDX) in Q2 2016, closing a stake of 2,017 shares — an estimated $299K sold.

Jacobus Wealth Management first reported a position in BDX in Q1 2015 and held it in 5 quarters. The position peaked at $303K in Q4 2015. 996 funds tracked by Wall St. Rank hold BDX as of Q2 2016.

  • Jacobus Wealth Management reported no remaining Becton Dickinson position as of Q2 2016 after selling out during the quarter.
  • Jacobus Wealth Management sold 2,017 Becton Dickinson shares in Q2 2016, an estimated $299K.
  • Jacobus Wealth Management first reported a position in Becton Dickinson in Q1 2015 and held it in 5 quarters.
  • Jacobus Wealth Management's Becton Dickinson position peaked at $303K in Q4 2015.
  • 996 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2016.

Based on Jacobus Wealth Management's 13F filing for Q2 2016, filed 5 Aug 2016.