FinTrust Investment Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History

FinTrust Investment Advisory Services’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	$545K	Sell	8,609 -669	-7%	-$43K	0.5%	41
2017 Q4	$569K	Sell	9,278 -431	-4%	-$27K	0.5%	41
2017 Q3	$619K	Buy	+9,709	New	+$567K	0.59%	33
2013 Q3	$314K	Sell	6,775 -399	-6%	-$17.5K	0.65%	40
2013 Q2	$321K	Buy	+7,174	New	+$311K	0.55%	46

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 $3.37T AUM 44.26% 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

FinTrust Investment Advisory Services's BMY Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its Bristol-Myers Squibb (BMY) stake by 7.2% in Q1 2018, selling an estimated $43K and leaving 8,609 shares worth $545K. The position accounts for 0.5% of the portfolio, ranked #41.

FinTrust Investment Advisory Services first reported a position in BMY in Q2 2013 and has held it in 5 quarters since. The position peaked at $619K in Q3 2017. 1,747 funds tracked by Wall St. Rank hold BMY as of Q1 2018.

FinTrust Investment Advisory Services held 8,609 shares of Bristol-Myers Squibb worth $545K as of Q1 2018.
FinTrust Investment Advisory Services sold 669 Bristol-Myers Squibb shares in Q1 2018, an estimated $43K.
Bristol-Myers Squibb made up 0.5% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #41 holding.
FinTrust Investment Advisory Services first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 5 quarters since.
FinTrust Investment Advisory Services's Bristol-Myers Squibb position peaked at $619K in Q3 2017.
1,747 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.