Transform Wealth’s Becton Dickinson BDX Stock Holding History

Transform Wealth’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
2018 Q2	–	Sell	-7,915	Closed	-$1.67M	–	216
2018 Q1	$1.67M	Buy	7,915 +506	+7%	+$111K	0.32%	102
2017 Q4	$1.55M	Buy	7,409 +432	+6%	+$90.5K	0.29%	116
2017 Q3	$1.33M	Buy	6,977 +148	+2%	+$28.7K	0.47%	74
2017 Q2	$1.3M	Buy	6,829 +474	+7%	+$86.6K	1.47%	26
2017 Q1	$1.14M	Buy	+6,355	New	+$1.11M	0.43%	78

Other funds holding BDX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

FEF

Fundsmith Equity Fund Stamford, Connecticut $13.4B AUM

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Transform Wealth's BDX Position: Q2 2018 in Review

Transform Wealth sold out of Becton Dickinson (BDX) in Q2 2018, closing a stake of 7,915 shares — an estimated $1.67M sold.

Transform Wealth first reported a position in BDX in Q1 2017 and held it in 5 quarters. The position peaked at $1.67M in Q1 2018. 1,285 funds tracked by Wall St. Rank hold BDX as of Q2 2018.

Transform Wealth reported no remaining Becton Dickinson position as of Q2 2018 after selling out during the quarter.
Transform Wealth sold 7,915 Becton Dickinson shares in Q2 2018, an estimated $1.67M.
Transform Wealth first reported a position in Becton Dickinson in Q1 2017 and held it in 5 quarters.
Transform Wealth's Becton Dickinson position peaked at $1.67M in Q1 2018.
1,285 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2018.

Based on Transform Wealth's 13F filing for Q2 2018, filed 3 Aug 2018.