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

Catamount 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
2019 Q1	$434K	Buy	+9,100	New	+$453K	0.25%	33
2018 Q1	–	Sell	-500	Closed	-$31K	–	183
2017 Q4	$31K	Sell	500 -500	-50%	-$31.3K	0.02%	101
2017 Q3	$64K	Hold	1,000	–	–	0.04%	68
2017 Q2	$56K	Sell	1,000 -133	-12%	-$7.24K	0.03%	81
2017 Q1	$62K	Hold	1,133	–	–	0.04%	74
2016 Q4	$66K	Buy	1,133 +133	+13%	+$7.27K	0.05%	60
2016 Q3	$55K	Sell	1,000 -48,851	-98%	-$3.14M	0.05%	64
2016 Q2	$3.67M	Buy	49,851 +48,180	+2,883%	+$3.4M	4.23%	8
2016 Q1	$107K	Hold	1,671	–	–	0.12%	33
2015 Q4	$115K	Hold	1,671	–	–	0.1%	31
2015 Q3	$99K	Hold	1,671	–	–	0.1%	29
2015 Q2	$111K	Buy	1,671 +500	+43%	+$33K	0.09%	43
2015 Q1	$76K	Hold	1,171	–	–	0.06%	45
2014 Q4	$69K	Buy	+1,171	New	+$66K	0.07%	45

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

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

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

Catamount Wealth Management's BMY Position: Q1 2019 in Review

Catamount Wealth Management opened a new position in Bristol-Myers Squibb (BMY) in Q1 2019: 9,100 shares worth $434K. The stake represents 0.25% of the portfolio and ranks #33 among its holdings. This is a return to the name: Catamount Wealth Management previously reported a position in BMY as recently as Q4 2017.

Catamount Wealth Management first reported a position in BMY in Q4 2014 and has held it in 14 quarters since. The position peaked at $3.67M in Q2 2016. 1,813 funds tracked by Wall St. Rank hold BMY as of Q1 2019.

Catamount Wealth Management held 9,100 shares of Bristol-Myers Squibb worth $434K as of Q1 2019.
Bristol-Myers Squibb was a new Catamount Wealth Management position in Q1 2019.
Bristol-Myers Squibb made up 0.25% of Catamount Wealth Management's portfolio in Q1 2019, its #33 holding.
Catamount Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 14 quarters since.
Catamount Wealth Management's Bristol-Myers Squibb position peaked at $3.67M in Q2 2016.
1,813 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.