Keel Point Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Keel Point Advisors’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
2014 Q4	$422K	Buy	+7,156	New	+$404K	0.34%	34

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Keel Point Advisors's BMY Position: Q4 2014 in Review

Keel Point Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q4 2014: 7,156 shares worth $422K. The stake represents 0.34% of the portfolio and ranks #34 among its holdings.

1,409 funds tracked by Wall St. Rank hold BMY as of Q4 2014.

Keel Point Advisors held 7,156 shares of Bristol-Myers Squibb worth $422K as of Q4 2014.
Bristol-Myers Squibb was a new Keel Point Advisors position in Q4 2014.
Bristol-Myers Squibb made up 0.34% of Keel Point Advisors's portfolio in Q4 2014, its #34 holding.
1,409 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.