Braver Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Braver Wealth Management’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 Q4	$2.43M	Buy	41,538 +547	+1%	+$29.9K	0.39%	73
2016 Q3	$2.21M	Buy	40,991 +34,991	+583%	+$2.25M	0.37%	71
2016 Q2	$441K	Sell	6,000 -1,333	-18%	-$94.2K	0.08%	101
2016 Q1	$468K	Buy	+7,333	New	+$462K	0.08%	108

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BFA

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

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

Braver Wealth Management's BMY Position: Q4 2016 in Review

Braver Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 1.3% in Q4 2016, buying an estimated $29.9K and bringing the position to 41,538 shares worth $2.43M. The position accounts for 0.39% of the portfolio, ranked #73.

Braver Wealth Management first reported a position in BMY in Q1 2016 and has held it in 4 quarters since. 1,601 funds tracked by Wall St. Rank hold BMY as of Q4 2016.

Braver Wealth Management held 41,538 shares of Bristol-Myers Squibb worth $2.43M as of Q4 2016.
Braver Wealth Management bought 547 Bristol-Myers Squibb shares in Q4 2016, an estimated $29.9K.
Bristol-Myers Squibb made up 0.39% of Braver Wealth Management's portfolio in Q4 2016, its #73 holding.
Braver Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2016 and has held it in 4 quarters since.
1,601 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.