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Acrospire Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Acrospire Investment Management’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
Q3 		– Sell
-2,200
Closed -$123K – 192
2017
Q2 		$123K Buy
2,200
+1,900
+633% +$103K 0.12% 143
2017
Q1 		$16K Sell
300
-1,700
-85% -$93.2K 0.01% 1707
2016
Q4 		$117K Buy
+2,000
New +$109K 0.05% 806
2016
Q3 		– Sell
-399
Closed -$29K – 1973
2016
Q2 		$29K Buy
399
+99
+33% +$7K 0.02% 1396
2016
Q1 		$19K Buy
+300
New +$18.9K 0.01% 1543

Other funds holding BMY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acrospire Investment Management's BMY Position: Q3 2017 in Review

Acrospire Investment Management sold out of Bristol-Myers Squibb (BMY) in Q3 2017, closing a stake of 2,200 shares — an estimated $123K sold.

Acrospire Investment Management first reported a position in BMY in Q1 2016 and held it in 5 quarters. The position peaked at $123K in Q2 2017. 1,641 funds tracked by Wall St. Rank hold BMY as of Q3 2017.

  • Acrospire Investment Management reported no remaining Bristol-Myers Squibb position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 2,200 Bristol-Myers Squibb shares in Q3 2017, an estimated $123K.
  • Acrospire Investment Management first reported a position in Bristol-Myers Squibb in Q1 2016 and held it in 5 quarters.
  • Acrospire Investment Management's Bristol-Myers Squibb position peaked at $123K in Q2 2017.
  • 1,641 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.