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American Economic Planning Group’s Bristol-Myers Squibb BMY Stock Holding History

American Economic Planning Group’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
2015
Q3 		– Sell
-3,196
Closed -$213K – 43
2015
Q2 		$213K Sell
3,196
-119
-4% -$7.84K 0.09% 43
2015
Q1 		$214K Sell
3,315
-222
-6% -$13.9K 0.08% 40
2014
Q4 		$209K Buy
+3,537
New +$199K 0.08% 40

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Economic Planning Group's BMY Position: Q3 2015 in Review

American Economic Planning Group sold out of Bristol-Myers Squibb (BMY) in Q3 2015, closing a stake of 3,196 shares — an estimated $213K sold.

American Economic Planning Group first reported a position in BMY in Q4 2014 and held it in 3 quarters. The position peaked at $214K in Q1 2015. 1,454 funds tracked by Wall St. Rank hold BMY as of Q3 2015.

  • American Economic Planning Group reported no remaining Bristol-Myers Squibb position as of Q3 2015 after selling out during the quarter.
  • American Economic Planning Group sold 3,196 Bristol-Myers Squibb shares in Q3 2015, an estimated $213K.
  • American Economic Planning Group first reported a position in Bristol-Myers Squibb in Q4 2014 and held it in 3 quarters.
  • American Economic Planning Group's Bristol-Myers Squibb position peaked at $214K in Q1 2015.
  • 1,454 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2015.

Based on American Economic Planning Group's 13F filing for Q3 2015, filed 19 Oct 2015.