Ballew Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Ballew 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
2018 Q4	–	Sell	-553	Closed	-$28K	–	124
2018 Q3	$28K	Sell	553 -99	-15%	-$5.88K	0.03%	212
2018 Q2	$36K	Buy	652 +127	+24%	+$6.86K	0.04%	183
2018 Q1	$33K	Buy	+525	New	+$33.8K	0.03%	195

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Ballew Advisors's BMY Position: Q4 2018 in Review

Ballew Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2018, closing a stake of 553 shares — an estimated $28K sold.

Ballew Advisors first reported a position in BMY in Q1 2018 and held it in 3 quarters. The position peaked at $36K in Q2 2018. 1,765 funds tracked by Wall St. Rank hold BMY as of Q4 2018.

Ballew Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 553 Bristol-Myers Squibb shares in Q4 2018, an estimated $28K.
Ballew Advisors first reported a position in Bristol-Myers Squibb in Q1 2018 and held it in 3 quarters.
Ballew Advisors's Bristol-Myers Squibb position peaked at $36K in Q2 2018.
1,765 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.