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King Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

King Investment 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
Q2 		– Sell
-11,583
Closed -$602K – 112
2014
Q1 		$602K Buy
11,583
+1
+0% +$53 0.28% 62
2013
Q4 		$616K Sell
11,582
-801
-6% -$40.8K 0.28% 64
2013
Q3 		$573K Buy
12,383
+401
+3% +$17.6K 0.25% 80
2013
Q2 		$535K Buy
+11,982
New +$520K 0.22% 72

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

King Investment Advisors's BMY Position: Q2 2014 in Review

King Investment Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2014, closing a stake of 11,583 shares — an estimated $602K sold.

King Investment Advisors first reported a position in BMY in Q2 2013 and held it in 4 quarters. The position peaked at $616K in Q4 2013. 1,302 funds tracked by Wall St. Rank hold BMY as of Q2 2014.

  • King Investment Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2014 after selling out during the quarter.
  • King Investment Advisors sold 11,583 Bristol-Myers Squibb shares in Q2 2014, an estimated $602K.
  • King Investment Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 4 quarters.
  • King Investment Advisors's Bristol-Myers Squibb position peaked at $616K in Q4 2013.
  • 1,302 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2014.

Based on King Investment Advisors's 13F filing for Q2 2014, filed 15 Aug 2014.