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Edge Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Edge 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
Q2 		$301K Hold
5,447
– – 0.03% 266
2018
Q1 		$344K Sell
5,447
-960
-15% -$61.8K 0.03% 254
2017
Q4 		$392K Hold
6,407
– – 0.04% 238
2017
Q3 		$408K Sell
6,407
-333
-5% -$19.4K 0.04% 233
2017
Q2 		$375K Sell
6,740
-207
-3% -$11.3K 0.04% 244
2017
Q1 		$377K Sell
6,947
-550
-7% -$30.2K 0.05% 251
2016
Q4 		$438K Buy
+7,497
New +$410K 0.06% 230

Other funds holding BMY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edge Advisors's BMY Position: Q2 2018 in Review

Edge Advisors held its Bristol-Myers Squibb (BMY) position steady in Q2 2018 at 5,447 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #266.

Edge Advisors first reported a position in BMY in Q4 2016 and has held it in 7 quarters since. The position peaked at $438K in Q4 2016. 1,691 funds tracked by Wall St. Rank hold BMY as of Q2 2018.

  • Edge Advisors held 5,447 shares of Bristol-Myers Squibb worth $301K as of Q2 2018.
  • Edge Advisors left its Bristol-Myers Squibb share count unchanged in Q2 2018.
  • Bristol-Myers Squibb made up 0.03% of Edge Advisors's portfolio in Q2 2018, its #266 holding.
  • Edge Advisors first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Bristol-Myers Squibb position peaked at $438K in Q4 2016.
  • 1,691 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.