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Cypress Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Cypress Wealth 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
2019
Q1 		$1.41M Sell
29,456
-134
-0.5% -$6.67K 1.61% 23
2018
Q4 		$1.54M Buy
29,590
+181
+0.6% +$9.72K 2.11% 12
2018
Q3 		$1.83M Sell
29,409
-120
-0.4% -$7.12K 1.92% 17
2018
Q2 		$1.63M Sell
29,529
-393
-1% -$21.2K 1.77% 20
2018
Q1 		$1.89M Hold
29,922
– – 2.05% 14
2017
Q4 		$1.83M Buy
29,922
+393
+1% +$24.6K 1.76% 19
2017
Q3 		$1.88M Buy
29,529
+7,380
+33% +$431K 3.04% 7
2017
Q2 		$1.23M Sell
22,149
-12,502
-36% -$680K 1.44% 18
2017
Q1 		$1.88M Sell
34,651
-374
-1% -$20.5K 0.86% 26
2016
Q4 		$2.05M Buy
35,025
+1,780
+5% +$97.3K 0.93% 26
2016
Q3 		$1.79M Sell
33,245
-479
-1% -$30.8K 0.81% 29
2016
Q2 		$2.48M Buy
33,724
+400
+1% +$28.3K 1.23% 17
2016
Q1 		$2.13M Buy
33,324
+8
+0% +$505 0.97% 23
2015
Q4 		$2.29M Buy
33,316
+2,604
+8% +$172K 1.16% 21
2015
Q3 		$1.82M Buy
30,712
+691
+2% +$43.8K 0.98% 20
2015
Q2 		$2M Buy
+30,021
New +$1.98M 1.17% 20

Other funds holding BMY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Cypress Wealth Advisors's BMY Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 0.45% in Q1 2019, selling an estimated $6.67K and leaving 29,456 shares worth $1.41M. The position accounts for 1.61% of the portfolio, ranked #23.

Cypress Wealth Advisors first reported a position in BMY in Q2 2015 and has held it in 16 quarters since. The position peaked at $2.48M in Q2 2016. 1,813 funds tracked by Wall St. Rank hold BMY as of Q1 2019.

  • Cypress Wealth Advisors held 29,456 shares of Bristol-Myers Squibb worth $1.41M as of Q1 2019.
  • Cypress Wealth Advisors sold 134 Bristol-Myers Squibb shares in Q1 2019, an estimated $6.67K.
  • Bristol-Myers Squibb made up 1.61% of Cypress Wealth Advisors's portfolio in Q1 2019, its #23 holding.
  • Cypress Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2015 and has held it in 16 quarters since.
  • Cypress Wealth Advisors's Bristol-Myers Squibb position peaked at $2.48M in Q2 2016.
  • 1,813 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.