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Kelman-Lazarov Inc’s Bristol-Myers Squibb BMY Stock Holding History

Kelman-Lazarov Inc’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
Q1 		– Sell
-803
Closed -$46.9K – 119
2016
Q4 		$46.9K Hold
803
– – 0.03% 166
2016
Q3 		$44.3K Buy
803
+145
+22% +$9.31K 0.03% 189
2016
Q2 		$48.5K Hold
658
– – 0.03% 174
2016
Q1 		$43K Buy
+658
New +$41.5K 0.03% 193

Other funds holding BMY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kelman-Lazarov Inc's BMY Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Bristol-Myers Squibb (BMY) in Q1 2017, closing a stake of 803 shares — an estimated $46.9K sold.

Kelman-Lazarov Inc first reported a position in BMY in Q1 2016 and held it in 4 quarters. The position peaked at $48.5K in Q2 2016. 1,598 funds tracked by Wall St. Rank hold BMY as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Bristol-Myers Squibb position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 803 Bristol-Myers Squibb shares in Q1 2017, an estimated $46.9K.
  • Kelman-Lazarov Inc first reported a position in Bristol-Myers Squibb in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Bristol-Myers Squibb position peaked at $48.5K in Q2 2016.
  • 1,598 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.