Delphi Private Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Delphi Private 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 Q1	–	Sell	-1,760	Closed	-$108K	–	84
2017 Q4	$108K	Buy	+1,760	New	+$110K	0.27%	35
2017 Q1	–	Sell	-30	Closed	-$2K	–	124
2016 Q4	$2K	Sell	30 -20	-40%	-$1.09K	﹤0.01%	181
2016 Q3	$3K	Sell	50 -192	-79%	-$12.3K	0.01%	210
2016 Q2	$18K	Buy	242 +2	+0.8%	+$141	0.03%	98
2016 Q1	$15K	Sell	240 -50	-17%	-$3.15K	0.03%	117
2015 Q4	$20K	Buy	+290	New	+$19.2K	0.03%	107

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

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

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

Delphi Private Advisors's BMY Position: Q1 2018 in Review

Delphi Private Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2018, closing a stake of 1,760 shares — an estimated $108K sold.

Delphi Private Advisors first reported a position in BMY in Q4 2015 and held it in 6 quarters. The position peaked at $108K in Q4 2017. 1,747 funds tracked by Wall St. Rank hold BMY as of Q1 2018.

Delphi Private Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2018 after selling out during the quarter.
Delphi Private Advisors sold 1,760 Bristol-Myers Squibb shares in Q1 2018, an estimated $108K.
Delphi Private Advisors first reported a position in Bristol-Myers Squibb in Q4 2015 and held it in 6 quarters.
Delphi Private Advisors's Bristol-Myers Squibb position peaked at $108K in Q4 2017.
1,747 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2018.

Based on Delphi Private Advisors's 13F filing for Q1 2018, filed 2 May 2018.