Gary Goldberg Planning Services’s Bristol-Myers Squibb BMY Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$315K	Buy	5,329 +11	+0.2%	+$620	0.13%	84
2014 Q3	$272K	Sell	5,318 -465	-8%	-$23.2K	0.11%	92
2014 Q2	$281K	Sell	5,783 -33	-0.6%	-$1.63K	0.12%	95
2014 Q1	$302K	Buy	5,816 +17	+0.3%	+$905	0.15%	85
2013 Q4	$308K	Sell	5,799 -1,079	-16%	-$55K	0.18%	78
2013 Q3	$318K	Buy	6,878 +26	+0.4%	+$1.14K	0.19%	71
2013 Q2	$306K	Buy	+6,852	New	+$297K	0.2%	66

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gary Goldberg Planning Services's BMY Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Bristol-Myers Squibb (BMY) stake by 0.21% in Q4 2014, buying an estimated $620 and bringing the position to 5,329 shares worth $315K. The position accounts for 0.13% of the portfolio, ranked #84.

Gary Goldberg Planning Services first reported a position in BMY in Q2 2013 and has held it in 7 quarters since. The position peaked at $318K in Q3 2013. 1,409 funds tracked by Wall St. Rank hold BMY as of Q4 2014.

Gary Goldberg Planning Services held 5,329 shares of Bristol-Myers Squibb worth $315K as of Q4 2014.
Gary Goldberg Planning Services bought 11 Bristol-Myers Squibb shares in Q4 2014, an estimated $620.
Bristol-Myers Squibb made up 0.13% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #84 holding.
Gary Goldberg Planning Services first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Bristol-Myers Squibb position peaked at $318K in Q3 2013.
1,409 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.