Clarfeld Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Clarfeld Financial 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	$22K	Buy	+416	New	+$22.4K	0.02%	150

Other funds holding BMY

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Clarfeld Financial Advisors's BMY Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q4 2018: 416 shares worth $22K. The stake represents 0.02% of the portfolio and ranks #150 among its holdings.

1,766 funds tracked by Wall St. Rank hold BMY as of Q4 2018.

Clarfeld Financial Advisors held 416 shares of Bristol-Myers Squibb worth $22K as of Q4 2018.
Bristol-Myers Squibb was a new Clarfeld Financial Advisors position in Q4 2018.
Bristol-Myers Squibb made up 0.02% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #150 holding.
1,766 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.