WESPAC Advisors SoCal’s Becton Dickinson BDX Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-16	Closed	-$3K	–	104
2019 Q1	$3K	Hold	16	–	–	﹤0.01%	304
2018 Q4	$3K	Hold	16	–	–	﹤0.01%	301
2018 Q3	$4K	Buy	+16	New	+$3.94K	﹤0.01%	270
2018 Q2	–	Sell	-16	Closed	-$3K	–	108
2018 Q1	$3K	Hold	16	–	–	﹤0.01%	237
2017 Q4	$3K	Hold	16	–	–	﹤0.01%	223
2017 Q3	$3K	Sell	16 -52	-76%	-$10.1K	﹤0.01%	237
2017 Q2	$12K	Hold	68	–	–	0.01%	178
2017 Q1	$12.1K	Hold	68	–	–	0.01%	177
2016 Q4	$10.9K	Hold	68	–	–	0.01%	180
2016 Q3	$11.9K	Hold	68	–	–	0.01%	184
2016 Q2	$11.2K	Buy	68 +52	+325%	+$8.31K	0.01%	198
2016 Q1	$2.43K	Hold	16	–	–	﹤0.01%	255
2015 Q4	$2K	Buy	+16	New	+$2.3K	﹤0.01%	233

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WESPAC Advisors SoCal's BDX Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Becton Dickinson (BDX) in Q2 2019, closing a stake of 16 shares — an estimated $3K sold.

WESPAC Advisors SoCal first reported a position in BDX in Q4 2015 and held it in 13 quarters. The position peaked at $12.1K in Q1 2017. 1,375 funds tracked by Wall St. Rank hold BDX as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Becton Dickinson position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 16 Becton Dickinson shares in Q2 2019, an estimated $3K.
WESPAC Advisors SoCal first reported a position in Becton Dickinson in Q4 2015 and held it in 13 quarters.
WESPAC Advisors SoCal's Becton Dickinson position peaked at $12.1K in Q1 2017.
1,375 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.