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Access Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Access Financial Services’s Portfolio BMY Stock Details BMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,487
Closed -$286K – 66
2017
Q3 		$286K Buy
4,487
+200
+5% +$11.7K 0.22% 61
2017
Q2 		$239K Buy
+4,287
New +$233K 0.2% 66
2017
Q1 		– Sell
-4,252
Closed -$248K – 66
2016
Q4 		$248K Buy
+4,252
New +$232K 0.23% 59

Other funds holding BMY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Access Financial Services's BMY Position: Q4 2017 in Review

Access Financial Services sold out of Bristol-Myers Squibb (BMY) in Q4 2017, closing a stake of 4,487 shares — an estimated $286K sold.

Access Financial Services first reported a position in BMY in Q4 2016 and held it in 3 quarters. The position peaked at $286K in Q3 2017. 1,736 funds tracked by Wall St. Rank hold BMY as of Q4 2017.

  • Access Financial Services reported no remaining Bristol-Myers Squibb position as of Q4 2017 after selling out during the quarter.
  • Access Financial Services sold 4,487 Bristol-Myers Squibb shares in Q4 2017, an estimated $286K.
  • Access Financial Services first reported a position in Bristol-Myers Squibb in Q4 2016 and held it in 3 quarters.
  • Access Financial Services's Bristol-Myers Squibb position peaked at $286K in Q3 2017.
  • 1,736 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2017.

Based on Access Financial Services's 13F filing for Q4 2017, filed 16 Jan 2018.