Ground Swell Capital’s Bristol-Myers Squibb BMY Stock Holding History

Ground Swell Capital’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 Q3	$153K	Buy	2,990 +1,150	+63%	+$57.4K	0.29%	55
2014 Q2	$89K	Buy	+1,840	New	+$90.7K	0.17%	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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Ground Swell Capital's BMY Position: Q3 2014 in Review

Ground Swell Capital increased its Bristol-Myers Squibb (BMY) stake by 63% in Q3 2014, buying an estimated $57.4K and bringing the position to 2,990 shares worth $153K. The position accounts for 0.29% of the portfolio, ranked #55.

Ground Swell Capital first reported a position in BMY in Q2 2014 and has held it in 2 quarters since. 1,303 funds tracked by Wall St. Rank hold BMY as of Q3 2014.

Ground Swell Capital held 2,990 shares of Bristol-Myers Squibb worth $153K as of Q3 2014.
Ground Swell Capital bought 1,150 Bristol-Myers Squibb shares in Q3 2014, an estimated $57.4K.
Bristol-Myers Squibb made up 0.29% of Ground Swell Capital's portfolio in Q3 2014, its #55 holding.
Ground Swell Capital first reported a position in Bristol-Myers Squibb in Q2 2014 and has held it in 2 quarters since.
1,303 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.