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Holistic Financial Partners’s Bristol-Myers Squibb BMY Stock Holding History

Holistic Financial 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
Q2 		– Sell
-1,703
Closed -$108K – 77
2018
Q1 		$108K Sell
1,703
-315
-16% -$20.3K 0.09% 105
2017
Q4 		$124K Buy
+2,018
New +$126K 0.1% 99

Other funds holding BMY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Holistic Financial Partners's BMY Position: Q2 2018 in Review

Holistic Financial Partners sold out of Bristol-Myers Squibb (BMY) in Q2 2018, closing a stake of 1,703 shares — an estimated $108K sold.

Holistic Financial Partners first reported a position in BMY in Q4 2017 and held it in 2 quarters. The position peaked at $124K in Q4 2017. 1,691 funds tracked by Wall St. Rank hold BMY as of Q2 2018.

  • Holistic Financial Partners reported no remaining Bristol-Myers Squibb position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 1,703 Bristol-Myers Squibb shares in Q2 2018, an estimated $108K.
  • Holistic Financial Partners first reported a position in Bristol-Myers Squibb in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Bristol-Myers Squibb position peaked at $124K in Q4 2017.
  • 1,691 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.