Summit Financial Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Summit Financial Wealth 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 Q2	–	Sell	-2,973	Closed	-$440K	–	146
2016 Q1	$440K	Hold	2,973	–	–	0.19%	95
2015 Q4	$447K	Hold	2,973	–	–	0.2%	92
2015 Q3	$384K	Sell	2,973 -186	-6%	-$26K	0.25%	63
2015 Q2	$436K	Hold	3,159	–	–	0.27%	60
2015 Q1	$428K	Hold	3,159	–	–	0.29%	51
2014 Q4	$429K	Buy	+3,159	New	+$404K	0.3%	48

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 $2.9T AUM 29.55% 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 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Summit Financial Wealth Advisors's BDX Position: Q2 2016 in Review

Summit Financial Wealth Advisors sold out of Becton Dickinson (BDX) in Q2 2016, closing a stake of 2,973 shares — an estimated $440K sold.

Summit Financial Wealth Advisors first reported a position in BDX in Q4 2014 and held it in 6 quarters. The position peaked at $447K in Q4 2015. 996 funds tracked by Wall St. Rank hold BDX as of Q2 2016.

Summit Financial Wealth Advisors reported no remaining Becton Dickinson position as of Q2 2016 after selling out during the quarter.
Summit Financial Wealth Advisors sold 2,973 Becton Dickinson shares in Q2 2016, an estimated $440K.
Summit Financial Wealth Advisors first reported a position in Becton Dickinson in Q4 2014 and held it in 6 quarters.
Summit Financial Wealth Advisors's Becton Dickinson position peaked at $447K in Q4 2015.
996 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2016.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2016, filed 6 Jul 2016.