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Stifel Trust’s Becton Dickinson BDX Stock Holding History

Stifel 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
2014
Q3 		$188K Hold
1,686
– – 0.04% 182
2014
Q2 		$195K Sell
1,686
-185
-10% -$21K 0.04% 181
2014
Q1 		$214K Hold
1,871
– – 0.04% 172
2013
Q4 		$202K Hold
1,871
– – 0.04% 176
2013
Q3 		$183K Hold
1,871
– – 0.04% 182
2013
Q2 		$181K Buy
+1,871
New +$178K 0.04% 179

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

Stifel Trust's BDX Position: Q3 2014 in Review

Stifel Trust held its Becton Dickinson (BDX) position steady in Q3 2014 at 1,686 shares worth $188K. The position accounts for 0.04% of the portfolio, ranked #182.

Stifel Trust first reported a position in BDX in Q2 2013 and has held it in 6 quarters since. The position peaked at $214K in Q1 2014. 846 funds tracked by Wall St. Rank hold BDX as of Q3 2014.

  • Stifel Trust held 1,686 shares of Becton Dickinson worth $188K as of Q3 2014.
  • Stifel Trust left its Becton Dickinson share count unchanged in Q3 2014.
  • Becton Dickinson made up 0.04% of Stifel Trust's portfolio in Q3 2014, its #182 holding.
  • Stifel Trust first reported a position in Becton Dickinson in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Becton Dickinson position peaked at $214K in Q1 2014.
  • 846 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.