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WFG Advisors’s Becton Dickinson BDX Stock Holding History

WFG 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
2017
Q2 		$1.05M Buy
5,510
+49
+0.9% +$8.95K 0.24% 106
2017
Q1 		$977K Sell
5,461
-1,696
-24% -$296K 0.26% 90
2016
Q4 		$1.16M Sell
7,157
-926
-11% -$154K 0.28% 93
2016
Q3 		$1.42M Sell
8,083
-5
-0.1% -$855 0.35% 74
2016
Q2 		$1.34M Buy
8,088
+3,508
+77% +$561K 0.36% 73
2016
Q1 		$678K Sell
4,580
-814
-15% -$115K 0.2% 127
2015
Q4 		$811K Buy
5,394
+99
+2% +$14.3K 0.24% 101
2015
Q3 		$685K Buy
5,295
+832
+19% +$116K 0.21% 106
2015
Q2 		$617K Buy
4,463
+1,841
+70% +$254K 0.17% 134
2015
Q1 		$367K Sell
2,622
-1,874
-42% -$262K 0.1% 225
2014
Q4 		$610K Buy
4,496
+46
+1% +$5.88K 0.12% 184
2014
Q3 		$494K Sell
4,450
-176
-4% -$20.1K 0.09% 259
2014
Q2 		$534K Buy
4,626
+239
+5% +$27.1K 0.1% 239
2014
Q1 		$501K Sell
4,387
-56
-1% -$6.16K 0.1% 245
2013
Q4 		$479K Buy
4,443
+199
+5% +$20.6K 0.07% 319
2013
Q3 		$414K Buy
4,244
+279
+7% +$27.3K 0.06% 316
2013
Q2 		$382K Buy
+3,965
New +$378K 0.06% 309

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

WFG Advisors's BDX Position: Q2 2017 in Review

WFG Advisors increased its Becton Dickinson (BDX) stake by 0.9% in Q2 2017, buying an estimated $8.95K and bringing the position to 5,510 shares worth $1.05M. The position accounts for 0.24% of the portfolio, ranked #106.

WFG Advisors first reported a position in BDX in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.42M in Q3 2016. 1,079 funds tracked by Wall St. Rank hold BDX as of Q2 2017.

  • WFG Advisors held 5,510 shares of Becton Dickinson worth $1.05M as of Q2 2017.
  • WFG Advisors bought 49 Becton Dickinson shares in Q2 2017, an estimated $8.95K.
  • Becton Dickinson made up 0.24% of WFG Advisors's portfolio in Q2 2017, its #106 holding.
  • WFG Advisors first reported a position in Becton Dickinson in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Becton Dickinson position peaked at $1.42M in Q3 2016.
  • 1,079 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.