EWA
BMY.RT

EP Wealth Advisors’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History

EP Wealth Advisors’s Portfolio BMY.RT Stock Details BMY.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-15,829
Closed -$60K – 393
2020
Q1 		$60K Buy
+15,829
New +$52.1K ﹤0.01% 359

Other funds holding BMY.RT

PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EP Wealth Advisors's BMY.RT Position: Q2 2020 in Review

EP Wealth Advisors sold out of Bristol-Myers Squibb Company Contingent Value Rights (BMY.RT) in Q2 2020, closing a stake of 15,829 shares — an estimated $60K sold.

EP Wealth Advisors first reported a position in BMY.RT in Q1 2020 and held it in 1 quarter. The position peaked at $60K in Q1 2020. 583 funds tracked by Wall St. Rank hold BMY.RT as of Q2 2020.

  • EP Wealth Advisors reported no remaining Bristol-Myers Squibb Company Contingent Value Rights position as of Q2 2020 after selling out during the quarter.
  • EP Wealth Advisors sold 15,829 Bristol-Myers Squibb Company Contingent Value Rights shares in Q2 2020, an estimated $60K.
  • EP Wealth Advisors first reported a position in Bristol-Myers Squibb Company Contingent Value Rights in Q1 2020 and held it in 1 quarter.
  • EP Wealth Advisors's Bristol-Myers Squibb Company Contingent Value Rights position peaked at $60K in Q1 2020.
  • 583 funds tracked by Wall St. Rank held Bristol-Myers Squibb Company Contingent Value Rights as of Q2 2020.

Based on EP Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.