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Aris Wealth Services’s Bristol-Myers Squibb BMY Stock Holding History

Aris Wealth 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
2015
Q3 		$44K Sell
746
-953
-56% -$60.5K 0.09% 93
2015
Q2 		$113K Hold
1,699
– – 0.1% 139
2015
Q1 		$110K Buy
+1,699
New +$106K 0.1% 135

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

Aris Wealth Services's BMY Position: Q3 2015 in Review

Aris Wealth Services reduced its Bristol-Myers Squibb (BMY) stake by 56% in Q3 2015, selling an estimated $60.5K and leaving 746 shares worth $44K. The position accounts for 0.09% of the portfolio, ranked #93.

Aris Wealth Services first reported a position in BMY in Q1 2015 and has held it in 3 quarters since. The position peaked at $113K in Q2 2015. 1,453 funds tracked by Wall St. Rank hold BMY as of Q3 2015.

  • Aris Wealth Services held 746 shares of Bristol-Myers Squibb worth $44K as of Q3 2015.
  • Aris Wealth Services sold 953 Bristol-Myers Squibb shares in Q3 2015, an estimated $60.5K.
  • Bristol-Myers Squibb made up 0.09% of Aris Wealth Services's portfolio in Q3 2015, its #93 holding.
  • Aris Wealth Services first reported a position in Bristol-Myers Squibb in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Bristol-Myers Squibb position peaked at $113K in Q2 2015.
  • 1,453 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.