National Penn Investors Trust’s Becton Dickinson BDX Stock Holding History

National Penn Investors Trust’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 Q1	$247K	Hold	1,667	–	–	0.03%	187
2015 Q4	$251K	Hold	1,667	–	–	0.03%	189
2015 Q3	$216K	Hold	1,667	–	–	0.02%	198
2015 Q2	$230K	Sell	1,667 -129	-7%	-$17.8K	0.02%	205
2015 Q1	$252K	Hold	1,796	–	–	0.03%	193
2014 Q4	$244K	Buy	+1,796	New	+$230K	0.03%	166
2013 Q4	–	Sell	-2,077	Closed	-$203K	–	227
2013 Q3	$203K	Buy	+2,077	New	+$203K	0.02%	213

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 $3.37T AUM 44.26% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Penn Investors Trust's BDX Position: Q1 2016 in Review

National Penn Investors Trust held its Becton Dickinson (BDX) position steady in Q1 2016 at 1,667 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #187.

National Penn Investors Trust first reported a position in BDX in Q3 2013 and has held it in 7 quarters since. The position peaked at $252K in Q1 2015. 958 funds tracked by Wall St. Rank hold BDX as of Q1 2016.

National Penn Investors Trust held 1,667 shares of Becton Dickinson worth $247K as of Q1 2016.
National Penn Investors Trust left its Becton Dickinson share count unchanged in Q1 2016.
Becton Dickinson made up 0.03% of National Penn Investors Trust's portfolio in Q1 2016, its #187 holding.
National Penn Investors Trust first reported a position in Becton Dickinson in Q3 2013 and has held it in 7 quarters since.
National Penn Investors Trust's Becton Dickinson position peaked at $252K in Q1 2015.
958 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.