Independent Portfolio Consultants’s Bristol-Myers Squibb BMY Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$26K	Buy	470 +5	+1%	+$272	0.01%	587
2017 Q1	$25K	Buy	465 +5	+1%	+$274	0.01%	641
2016 Q4	$27K	Buy	+460	New	+$25.1K	0.01%	597
2015 Q2	–	Sell	-146	Closed	-$9K	–	884
2015 Q1	$9K	Buy	+146	New	+$9.14K	﹤0.01%	728
2014 Q3	–	Sell	-1,065	Closed	-$52K	–	836
2014 Q2	$52K	Buy	+1,065	New	+$52.5K	0.01%	634

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Independent Portfolio Consultants's BMY Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Bristol-Myers Squibb (BMY) stake by 1.1% in Q2 2017, buying an estimated $272 and bringing the position to 470 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #587.

Independent Portfolio Consultants first reported a position in BMY in Q2 2014 and has held it in 5 quarters since. The position peaked at $52K in Q2 2014. 1,595 funds tracked by Wall St. Rank hold BMY as of Q2 2017.

Independent Portfolio Consultants held 470 shares of Bristol-Myers Squibb worth $26K as of Q2 2017.
Independent Portfolio Consultants bought 5 Bristol-Myers Squibb shares in Q2 2017, an estimated $272.
Bristol-Myers Squibb made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #587 holding.
Independent Portfolio Consultants first reported a position in Bristol-Myers Squibb in Q2 2014 and has held it in 5 quarters since.
Independent Portfolio Consultants's Bristol-Myers Squibb position peaked at $52K in Q2 2014.
1,595 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.