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Regal Investment Advisors’s Becton Dickinson BDX Stock Holding History

Regal Investment Advisors’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 		– Sell
-2,411
Closed -$362K – 249
2015
Q4 		$362K Hold
2,411
– – 0.09% 179
2015
Q3 		$312K Buy
2,411
+1,528
+173% +$213K 0.08% 185
2015
Q2 		$121K Hold
883
– – 0.03% 310
2015
Q1 		$124K Buy
883
+130
+17% +$18.2K 0.03% 307
2014
Q4 		$102K Buy
753
+162
+27% +$20.7K 0.03% 303
2014
Q3 		$66K Buy
+591
New +$67.4K 0.02% 368
2013
Q4 		– Sell
-173
Closed -$17K – 829
2013
Q3 		$17K Hold
173
– – 0.01% 501
2013
Q2 		$17K Buy
+173
New +$16.5K 0.01% 487

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Regal Investment Advisors's BDX Position: Q1 2016 in Review

Regal Investment Advisors sold out of Becton Dickinson (BDX) in Q1 2016, closing a stake of 2,411 shares — an estimated $362K sold.

Regal Investment Advisors first reported a position in BDX in Q2 2013 and held it in 8 quarters. The position peaked at $362K in Q4 2015. 957 funds tracked by Wall St. Rank hold BDX as of Q1 2016.

  • Regal Investment Advisors reported no remaining Becton Dickinson position as of Q1 2016 after selling out during the quarter.
  • Regal Investment Advisors sold 2,411 Becton Dickinson shares in Q1 2016, an estimated $362K.
  • Regal Investment Advisors first reported a position in Becton Dickinson in Q2 2013 and held it in 8 quarters.
  • Regal Investment Advisors's Becton Dickinson position peaked at $362K in Q4 2015.
  • 957 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2016.

Based on Regal Investment Advisors's 13F filing for Q1 2016, filed 16 May 2016.