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KMS Financial Services’s Becton Dickinson BDX Stock Holding History

KMS Financial 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
Q3 		$426K Sell
3,840
-192
-5% -$21.9K 0.06% 296
2014
Q2 		$465K Sell
4,032
-1,367
-25% -$155K 0.07% 293
2014
Q1 		$616K Sell
5,399
-3,950
-42% -$434K 0.1% 225
2013
Q4 		$1.01M Buy
+9,349
New +$969K 0.17% 138

Other funds holding BDX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

KMS Financial Services's BDX Position: Q3 2014 in Review

KMS Financial Services reduced its Becton Dickinson (BDX) stake by 4.8% in Q3 2014, selling an estimated $21.9K and leaving 3,840 shares worth $426K. The position accounts for 0.06% of the portfolio, ranked #296.

KMS Financial Services first reported a position in BDX in Q4 2013 and has held it in 4 quarters since. The position peaked at $1.01M in Q4 2013. 846 funds tracked by Wall St. Rank hold BDX as of Q3 2014.

  • KMS Financial Services held 3,840 shares of Becton Dickinson worth $426K as of Q3 2014.
  • KMS Financial Services sold 192 Becton Dickinson shares in Q3 2014, an estimated $21.9K.
  • Becton Dickinson made up 0.06% of KMS Financial Services's portfolio in Q3 2014, its #296 holding.
  • KMS Financial Services first reported a position in Becton Dickinson in Q4 2013 and has held it in 4 quarters since.
  • KMS Financial Services's Becton Dickinson position peaked at $1.01M in Q4 2013.
  • 846 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.