Coyle Financial Counsel’s Bristol-Myers Squibb BMY Stock Holding History

Coyle Financial Counsel’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	-324	Closed	-$18K	–	66
2018 Q2	$18K	Sell	324 -37	-10%	-$2K	0.02%	84
2018 Q1	$23K	Buy	+361	New	+$23.2K	0.02%	63

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

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

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

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

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

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

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

Coyle Financial Counsel's BMY Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Bristol-Myers Squibb (BMY) in Q3 2018, closing a stake of 324 shares — an estimated $18K sold.

Coyle Financial Counsel first reported a position in BMY in Q1 2018 and held it in 2 quarters. The position peaked at $23K in Q1 2018. 1,730 funds tracked by Wall St. Rank hold BMY as of Q3 2018.

Coyle Financial Counsel reported no remaining Bristol-Myers Squibb position as of Q3 2018 after selling out during the quarter.
Coyle Financial Counsel sold 324 Bristol-Myers Squibb shares in Q3 2018, an estimated $18K.
Coyle Financial Counsel first reported a position in Bristol-Myers Squibb in Q1 2018 and held it in 2 quarters.
Coyle Financial Counsel's Bristol-Myers Squibb position peaked at $23K in Q1 2018.
1,730 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.