Advisory Research’s Bristol-Myers Squibb BMY Stock Holding History

Advisory Research’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	-4,908	Closed	-$273K	–	433
2017 Q2	$273K	Sell	4,908 -36,026	-88%	-$1.96M	﹤0.01%	401
2017 Q1	$2.23M	Buy	+40,934	New	+$2.25M	0.03%	237
2014 Q2	–	Sell	-1,815	Closed	-$94K	–	372
2014 Q1	$94K	Buy	+1,815	New	+$96.6K	﹤0.01%	346

Other funds holding BMY

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Advisory Research's BMY Position: Q3 2017 in Review

Advisory Research sold out of Bristol-Myers Squibb (BMY) in Q3 2017, closing a stake of 4,908 shares — an estimated $273K sold.

Advisory Research first reported a position in BMY in Q1 2014 and held it in 3 quarters. The position peaked at $2.23M in Q1 2017. 1,641 funds tracked by Wall St. Rank hold BMY as of Q3 2017.

Advisory Research reported no remaining Bristol-Myers Squibb position as of Q3 2017 after selling out during the quarter.
Advisory Research sold 4,908 Bristol-Myers Squibb shares in Q3 2017, an estimated $273K.
Advisory Research first reported a position in Bristol-Myers Squibb in Q1 2014 and held it in 3 quarters.
Advisory Research's Bristol-Myers Squibb position peaked at $2.23M in Q1 2017.
1,641 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2017.

Based on Advisory Research's 13F filing for Q3 2017, filed 14 Nov 2017.