Investors Capital Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History

Investors Capital Advisory Services’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 Q2	$2.92M	Buy	39,669 +2,642	+7%	+$187K	0.56%	30
2016 Q1	$2.37M	Buy	37,027 +752	+2%	+$47.4K	0.47%	41
2015 Q4	$2.5M	Sell	36,275 -3,134	-8%	-$207K	0.48%	34
2015 Q3	$2.33M	Sell	39,409 -2,027	-5%	-$129K	0.47%	37
2015 Q2	$2.76M	Buy	41,436 +7,535	+22%	+$497K	0.51%	30
2015 Q1	$2.19M	Buy	33,901 +86	+0.3%	+$5.38K	0.41%	38
2014 Q4	$2M	Buy	33,815 +1,621	+5%	+$91.4K	0.38%	46
2014 Q3	$1.65M	Sell	32,194 -2,084	-6%	-$104K	0.32%	61
2014 Q2	$1.66M	Buy	34,278 +2,367	+7%	+$117K	0.27%	96
2014 Q1	$1.66M	Sell	31,911 -4,211	-12%	-$224K	0.36%	55
2013 Q4	$1.92M	Sell	36,122 -11,962	-25%	-$609K	0.45%	39
2013 Q3	$2.23M	Buy	48,084 +441	+0.9%	+$19.4K	0.58%	29
2013 Q2	$2.13M	Buy	+47,643	New	+$2.07M	0.65%	24

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Investors Capital Advisory Services's BMY Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Bristol-Myers Squibb (BMY) stake by 7.1% in Q2 2016, buying an estimated $187K and bringing the position to 39,669 shares worth $2.92M. The position accounts for 0.56% of the portfolio, ranked #30.

Investors Capital Advisory Services first reported a position in BMY in Q2 2013 and has held it in 13 quarters since. 1,576 funds tracked by Wall St. Rank hold BMY as of Q2 2016.

Investors Capital Advisory Services held 39,669 shares of Bristol-Myers Squibb worth $2.92M as of Q2 2016.
Investors Capital Advisory Services bought 2,642 Bristol-Myers Squibb shares in Q2 2016, an estimated $187K.
Bristol-Myers Squibb made up 0.56% of Investors Capital Advisory Services's portfolio in Q2 2016, its #30 holding.
Investors Capital Advisory Services first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 13 quarters since.
1,576 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.