Compass Efficient Model Portfolios’s Bristol-Myers Squibb BMY Stock Holding History

Compass Efficient Model Portfolios’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
2013 Q4	$33K	Buy	+624	New	+$31.8K	1.24%	24

Other funds holding BMY

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

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

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

BIT

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

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

Compass Efficient Model Portfolios's BMY Position: Q4 2013 in Review

Compass Efficient Model Portfolios opened a new position in Bristol-Myers Squibb (BMY) in Q4 2013: 624 shares worth $33K. The stake represents 1.24% of the portfolio and ranks #24 among its holdings.

1,312 funds tracked by Wall St. Rank hold BMY as of Q4 2013.

Compass Efficient Model Portfolios held 624 shares of Bristol-Myers Squibb worth $33K as of Q4 2013.
Bristol-Myers Squibb was a new Compass Efficient Model Portfolios position in Q4 2013.
Bristol-Myers Squibb made up 1.24% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #24 holding.
1,312 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.