EisnerAmper Wealth Management Corporate Benefits’s Bristol-Myers Squibb BMY Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2015 Q4	–	Sell	-4,226	Closed	-$250K	–	39
2015 Q3	$250K	Buy	4,226 +43	+1%	+$2.73K	0.18%	102
2015 Q2	$278K	Buy	4,183 +906	+28%	+$59.7K	0.21%	81
2015 Q1	$211K	Buy	+3,277	New	+$205K	0.16%	80

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

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

EisnerAmper Wealth Management Corporate Benefits's BMY Position: Q4 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Bristol-Myers Squibb (BMY) in Q4 2015, closing a stake of 4,226 shares — an estimated $250K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in BMY in Q1 2015 and held it in 3 quarters. The position peaked at $278K in Q2 2015. 1,534 funds tracked by Wall St. Rank hold BMY as of Q4 2015.

EisnerAmper Wealth Management Corporate Benefits reported no remaining Bristol-Myers Squibb position as of Q4 2015 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 4,226 Bristol-Myers Squibb shares in Q4 2015, an estimated $250K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in Bristol-Myers Squibb in Q1 2015 and held it in 3 quarters.
EisnerAmper Wealth Management Corporate Benefits's Bristol-Myers Squibb position peaked at $278K in Q2 2015.
1,534 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2015, filed 4 Jan 2016.