BGA
BMY icon

Belmont Global Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Belmont Global 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
2015
Q4 		– Sell
-15,000
Closed -$888K – 73
2015
Q3 		$888K Buy
+15,000
New +$952K 1.51% 17
2014
Q1 		– Sell
-5,350
Closed -$284K – 115
2013
Q4 		$284K Buy
+5,350
New +$273K 0.23% 97

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Belmont Global Advisors's BMY Position: Q4 2015 in Review

Belmont Global Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2015, closing a stake of 15,000 shares — an estimated $888K sold.

Belmont Global Advisors first reported a position in BMY in Q4 2013 and held it in 2 quarters. The position peaked at $888K in Q3 2015. 1,534 funds tracked by Wall St. Rank hold BMY as of Q4 2015.

  • Belmont Global Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2015 after selling out during the quarter.
  • Belmont Global Advisors sold 15,000 Bristol-Myers Squibb shares in Q4 2015, an estimated $888K.
  • Belmont Global Advisors first reported a position in Bristol-Myers Squibb in Q4 2013 and held it in 2 quarters.
  • Belmont Global Advisors's Bristol-Myers Squibb position peaked at $888K in Q3 2015.
  • 1,534 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2015.

Based on Belmont Global Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.