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Capital Directions Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Capital Directions Investment 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
Q3 		– Sell
-1,150
Closed -$64K – 155
2018
Q2 		$64K Buy
+1,150
New +$62.1K 0.03% 64

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Directions Investment Advisors's BMY Position: Q3 2018 in Review

Capital Directions Investment Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2018, closing a stake of 1,150 shares — an estimated $64K sold.

Capital Directions Investment Advisors first reported a position in BMY in Q2 2018 and held it in 1 quarter. The position peaked at $64K in Q2 2018. 1,730 funds tracked by Wall St. Rank hold BMY as of Q3 2018.

  • Capital Directions Investment Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2018 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 1,150 Bristol-Myers Squibb shares in Q3 2018, an estimated $64K.
  • Capital Directions Investment Advisors first reported a position in Bristol-Myers Squibb in Q2 2018 and held it in 1 quarter.
  • Capital Directions Investment Advisors's Bristol-Myers Squibb position peaked at $64K in Q2 2018.
  • 1,730 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2018.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.