Ancora Family Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Ancora Family Wealth Advisors’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
2016 Q3	$726K	Buy	13,465 +3,902	+41%	+$251K	0.25%	105
2016 Q2	$703K	Buy	9,563 +1,937	+25%	+$137K	0.27%	96
2016 Q1	$487K	Sell	7,626 -5	-0.1%	-$315	0.2%	123
2015 Q4	$525K	Buy	7,631 +36	+0.5%	+$2.38K	0.22%	119
2015 Q3	$450K	Buy	+7,595	New	+$482K	0.19%	127

Other funds holding BMY

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Ancora Family Wealth Advisors's BMY Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 41% in Q3 2016, buying an estimated $251K and bringing the position to 13,465 shares worth $726K. The position accounts for 0.25% of the portfolio, ranked #105.

Ancora Family Wealth Advisors first reported a position in BMY in Q3 2015 and has held it in 5 quarters since. 1,523 funds tracked by Wall St. Rank hold BMY as of Q3 2016.

Ancora Family Wealth Advisors held 13,465 shares of Bristol-Myers Squibb worth $726K as of Q3 2016.
Ancora Family Wealth Advisors bought 3,902 Bristol-Myers Squibb shares in Q3 2016, an estimated $251K.
Bristol-Myers Squibb made up 0.25% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #105 holding.
Ancora Family Wealth Advisors first reported a position in Bristol-Myers Squibb in Q3 2015 and has held it in 5 quarters since.
1,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.