Index Management Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Index Management Solutions’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 Q3	$15K	Sell	245 -12	-5%	-$761	0.01%	461
2015 Q2	$17K	Buy	257 +23	+10%	+$1.52K	0.02%	524
2015 Q1	$15K	Sell	234 -548	-70%	-$34.3K	0.01%	469
2014 Q4	$46K	Sell	782 -10,737	-93%	-$606K	0.01%	381
2014 Q3	$590K	Sell	11,519 -409	-3%	-$20.4K	0.07%	257
2014 Q2	$579K	Sell	11,928 -8,460	-41%	-$417K	0.07%	254
2014 Q1	$1.06M	Buy	20,388 +18,978	+1,346%	+$1.01M	0.17%	118
2013 Q4	$75K	Sell	1,410 -373	-21%	-$19K	0.02%	317
2013 Q3	$83K	Buy	+1,783	New	+$78.3K	0.02%	246

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Index Management Solutions's BMY Position: Q3 2015 in Review

Index Management Solutions reduced its Bristol-Myers Squibb (BMY) stake by 4.7% in Q3 2015, selling an estimated $761 and leaving 245 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #461.

Index Management Solutions first reported a position in BMY in Q3 2013 and has held it in 9 quarters since. The position peaked at $1.06M in Q1 2014. 1,453 funds tracked by Wall St. Rank hold BMY as of Q3 2015.

Index Management Solutions held 245 shares of Bristol-Myers Squibb worth $15K as of Q3 2015.
Index Management Solutions sold 12 Bristol-Myers Squibb shares in Q3 2015, an estimated $761.
Bristol-Myers Squibb made up 0.01% of Index Management Solutions's portfolio in Q3 2015, its #461 holding.
Index Management Solutions first reported a position in Bristol-Myers Squibb in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Bristol-Myers Squibb position peaked at $1.06M in Q1 2014.
1,453 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.