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Insight Capital Research & Management’s Bristol-Myers Squibb BMY Stock Holding History

Insight Capital Research & 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
Q3 		– Sell
-37,759
Closed -$2.78M – 101
2016
Q2 		$2.78M Buy
+37,759
New +$2.67M 0.97% 54

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Insight Capital Research & Management's BMY Position: Q3 2016 in Review

Insight Capital Research & Management sold out of Bristol-Myers Squibb (BMY) in Q3 2016, closing a stake of 37,759 shares — an estimated $2.78M sold.

Insight Capital Research & Management first reported a position in BMY in Q2 2016 and held it in 1 quarter. The position peaked at $2.78M in Q2 2016. 1,522 funds tracked by Wall St. Rank hold BMY as of Q3 2016.

  • Insight Capital Research & Management reported no remaining Bristol-Myers Squibb position as of Q3 2016 after selling out during the quarter.
  • Insight Capital Research & Management sold 37,759 Bristol-Myers Squibb shares in Q3 2016, an estimated $2.78M.
  • Insight Capital Research & Management first reported a position in Bristol-Myers Squibb in Q2 2016 and held it in 1 quarter.
  • Insight Capital Research & Management's Bristol-Myers Squibb position peaked at $2.78M in Q2 2016.
  • 1,522 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2016.

Based on Insight Capital Research & Management's 13F filing for Q3 2016, filed 24 Oct 2016.