Guardian Investor Services’s Bristol-Myers Squibb BMY Stock Holding History

Guardian Investor 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
2015 Q1	$740K	Hold	11,476	–	–	0.59%	39
2014 Q4	$677K	Sell	11,476 -284	-2%	-$16K	0.54%	40
2014 Q3	$602K	Sell	11,760 -469	-4%	-$23.4K	0.48%	45
2014 Q2	$593K	Sell	12,229 -468	-4%	-$23.1K	0.46%	49
2014 Q1	$660K	Sell	12,697 -496	-4%	-$26.4K	0.51%	43
2013 Q4	$701K	Buy	13,193 +33	+0.3%	+$1.68K	0.53%	39
2013 Q3	$609K	Sell	13,160 -141	-1%	-$6.19K	0.51%	39
2013 Q2	$594K	Buy	+13,301	New	+$577K	0.51%	38

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

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

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

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

Guardian Investor Services's BMY Position: Q1 2015 in Review

Guardian Investor Services held its Bristol-Myers Squibb (BMY) position steady in Q1 2015 at 11,476 shares worth $740K. The position accounts for 0.59% of the portfolio, ranked #39.

Guardian Investor Services first reported a position in BMY in Q2 2013 and has held it in 8 quarters since. 1,450 funds tracked by Wall St. Rank hold BMY as of Q1 2015.

Guardian Investor Services held 11,476 shares of Bristol-Myers Squibb worth $740K as of Q1 2015.
Guardian Investor Services left its Bristol-Myers Squibb share count unchanged in Q1 2015.
Bristol-Myers Squibb made up 0.59% of Guardian Investor Services's portfolio in Q1 2015, its #39 holding.
Guardian Investor Services first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 8 quarters since.
1,450 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.