Genesis Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Genesis Wealth Advisors’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 Q2	$208K	Hold	3,129	–	–	0.17%	67
2015 Q1	$199K	Hold	3,129	–	–	0.17%	65
2014 Q4	$192K	Buy	+3,129	New	+$176K	0.15%	72

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Genesis Wealth Advisors's BMY Position: Q2 2015 in Review

Genesis Wealth Advisors held its Bristol-Myers Squibb (BMY) position steady in Q2 2015 at 3,129 shares worth $208K. The position accounts for 0.17% of the portfolio, ranked #67.

Genesis Wealth Advisors first reported a position in BMY in Q4 2014 and has held it in 3 quarters since. 1,447 funds tracked by Wall St. Rank hold BMY as of Q2 2015.

Genesis Wealth Advisors held 3,129 shares of Bristol-Myers Squibb worth $208K as of Q2 2015.
Genesis Wealth Advisors left its Bristol-Myers Squibb share count unchanged in Q2 2015.
Bristol-Myers Squibb made up 0.17% of Genesis Wealth Advisors's portfolio in Q2 2015, its #67 holding.
Genesis Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 3 quarters since.
1,447 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.