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Founders Bank & Trust’s Bristol-Myers Squibb BMY Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$24K Hold
400
– – 0.01% 230
2014
Q3 		$20K Hold
400
– – 0.01% 237
2014
Q2 		$19K Hold
400
– – 0.01% 243
2014
Q1 		$21K Sell
400
-400
-50% -$21.3K 0.01% 224
2013
Q4 		$39K Hold
800
– – 0.02% 183
2013
Q3 		$37K Sell
800
-428
-35% -$18.8K 0.02% 165
2013
Q2 		$55K Buy
+1,228
New +$53.3K 0.03% 140

Other funds holding BMY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Founders Bank & Trust's BMY Position: Q4 2014 in Review

Founders Bank & Trust held its Bristol-Myers Squibb (BMY) position steady in Q4 2014 at 400 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #230.

Founders Bank & Trust first reported a position in BMY in Q2 2013 and has held it in 7 quarters since. The position peaked at $55K in Q2 2013. 1,411 funds tracked by Wall St. Rank hold BMY as of Q4 2014.

  • Founders Bank & Trust held 400 shares of Bristol-Myers Squibb worth $24K as of Q4 2014.
  • Founders Bank & Trust left its Bristol-Myers Squibb share count unchanged in Q4 2014.
  • Bristol-Myers Squibb made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #230 holding.
  • Founders Bank & Trust first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's Bristol-Myers Squibb position peaked at $55K in Q2 2013.
  • 1,411 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.