PCA
BAX icon

Personal Capital Advisors’s Baxter International BAX Stock Holding History

Personal Capital Advisors’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,603
Closed -$227K – 398
2019
Q3 		$227K Buy
+2,603
New +$222K ﹤0.01% 330
2015
Q2 		– Sell
-242,191
Closed -$9.01M – 146
2015
Q1 		$9.01M Buy
242,191
+48,207
+25% +$1.83M 0.73% 51
2014
Q4 		$7.72M Buy
+193,984
New +$7.56M 0.79% 44

Other funds holding BAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Personal Capital Advisors's BAX Position: Q4 2019 in Review

Personal Capital Advisors sold out of Baxter International (BAX) in Q4 2019, closing a stake of 2,603 shares — an estimated $227K sold.

Personal Capital Advisors first reported a position in BAX in Q4 2014 and held it in 3 quarters. The position peaked at $9.01M in Q1 2015. 1,148 funds tracked by Wall St. Rank hold BAX as of Q4 2019.

  • Personal Capital Advisors reported no remaining Baxter International position as of Q4 2019 after selling out during the quarter.
  • Personal Capital Advisors sold 2,603 Baxter International shares in Q4 2019, an estimated $227K.
  • Personal Capital Advisors first reported a position in Baxter International in Q4 2014 and held it in 3 quarters.
  • Personal Capital Advisors's Baxter International position peaked at $9.01M in Q1 2015.
  • 1,148 funds tracked by Wall St. Rank held Baxter International as of Q4 2019.

Based on Personal Capital Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.