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Roundview Capital’s Becton Dickinson BDX Stock Holding History

Roundview Capital’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
2017
Q3 		– Sell
-1,486
Closed -$283K – 216
2017
Q2 		$283K Buy
+1,486
New +$271K 0.08% 191
2016
Q3 		– Sell
-2,967
Closed -$491K – 185
2016
Q2 		$491K Hold
2,967
– – 0.18% 131
2016
Q1 		$440K Buy
2,967
+87
+3% +$12.3K 0.16% 135
2015
Q4 		$433K Hold
2,880
– – 0.17% 125
2015
Q3 		$373K Buy
2,880
+97
+3% +$13.5K 0.16% 124
2015
Q2 		$385K Buy
2,783
+1,011
+57% +$140K 0.15% 119
2015
Q1 		$248K Buy
1,772
+4
+0.2% +$560 0.1% 137
2014
Q4 		$240K Buy
+1,768
New +$226K 0.1% 138

Other funds holding BDX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Roundview Capital's BDX Position: Q3 2017 in Review

Roundview Capital sold out of Becton Dickinson (BDX) in Q3 2017, closing a stake of 1,486 shares — an estimated $283K sold.

Roundview Capital first reported a position in BDX in Q4 2014 and held it in 8 quarters. The position peaked at $491K in Q2 2016. 1,068 funds tracked by Wall St. Rank hold BDX as of Q3 2017.

  • Roundview Capital reported no remaining Becton Dickinson position as of Q3 2017 after selling out during the quarter.
  • Roundview Capital sold 1,486 Becton Dickinson shares in Q3 2017, an estimated $283K.
  • Roundview Capital first reported a position in Becton Dickinson in Q4 2014 and held it in 8 quarters.
  • Roundview Capital's Becton Dickinson position peaked at $491K in Q2 2016.
  • 1,068 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2017.

Based on Roundview Capital's 13F filing for Q3 2017, filed 13 Nov 2017.