Gupta Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Gupta Wealth Management’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
2016 Q1	$375K	Sell	5,869 -345	-6%	-$21.8K	0.09%	168
2015 Q4	$427K	Sell	6,214 -2,766	-31%	-$183K	0.11%	154
2015 Q3	$532K	Sell	8,980 -277	-3%	-$17.6K	0.13%	132
2015 Q2	$616K	Buy	9,257 +2,692	+41%	+$177K	0.15%	124
2015 Q1	$423K	Buy	+6,565	New	+$411K	0.12%	142

Other funds holding BMY

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gupta Wealth Management's BMY Position: Q1 2016 in Review

Gupta Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 5.6% in Q1 2016, selling an estimated $21.8K and leaving 5,869 shares worth $375K. The position accounts for 0.09% of the portfolio, ranked #168.

Gupta Wealth Management first reported a position in BMY in Q1 2015 and has held it in 5 quarters since. The position peaked at $616K in Q2 2015. 1,524 funds tracked by Wall St. Rank hold BMY as of Q1 2016.

Gupta Wealth Management held 5,869 shares of Bristol-Myers Squibb worth $375K as of Q1 2016.
Gupta Wealth Management sold 345 Bristol-Myers Squibb shares in Q1 2016, an estimated $21.8K.
Bristol-Myers Squibb made up 0.09% of Gupta Wealth Management's portfolio in Q1 2016, its #168 holding.
Gupta Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Bristol-Myers Squibb position peaked at $616K in Q2 2015.
1,524 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.