Hefty Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$76K	Hold	1,196	–	–	0.05%	124
2017 Q4	$73K	Hold	1,196	–	–	0.05%	122
2017 Q3	$76K	Hold	1,196	–	–	0.05%	115
2017 Q2	$66K	Hold	1,196	–	–	0.05%	114
2017 Q1	$65K	Hold	1,196	–	–	0.05%	113
2016 Q4	$69K	Hold	1,196	–	–	0.06%	98
2016 Q3	$64K	Buy	1,196 +1,109	+1,275%	+$71.2K	0.05%	112
2016 Q2	$6K	Hold	87	–	–	0.01%	161
2016 Q1	$5K	Hold	87	–	–	﹤0.01%	166
2015 Q4	$5K	Buy	+87	New	+$5.75K	﹤0.01%	160

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hefty Wealth Partners's BMY Position: Q1 2018 in Review

Hefty Wealth Partners held its Bristol-Myers Squibb (BMY) position steady in Q1 2018 at 1,196 shares worth $76K. The position accounts for 0.05% of the portfolio, ranked #124.

Hefty Wealth Partners first reported a position in BMY in Q4 2015 and has held it in 10 quarters since. 1,747 funds tracked by Wall St. Rank hold BMY as of Q1 2018.

Hefty Wealth Partners held 1,196 shares of Bristol-Myers Squibb worth $76K as of Q1 2018.
Hefty Wealth Partners left its Bristol-Myers Squibb share count unchanged in Q1 2018.
Bristol-Myers Squibb made up 0.05% of Hefty Wealth Partners's portfolio in Q1 2018, its #124 holding.
Hefty Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2015 and has held it in 10 quarters since.
1,747 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.