Kissinger Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Kissinger Financial 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
2017 Q2	$433K	Buy	7,776 +1,838	+31%	+$100K	0.43%	52
2017 Q1	$322K	Buy	5,938 +178	+3%	+$9.76K	0.33%	58
2016 Q4	$336K	Sell	5,760 -136	-2%	-$7.43K	0.35%	56
2016 Q3	$318K	Buy	+5,896	New	+$379K	0.35%	60

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

BlackRock New York $5.72T AUM 30.48% 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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

Kissinger Financial Services's BMY Position: Q2 2017 in Review

Kissinger Financial Services increased its Bristol-Myers Squibb (BMY) stake by 31% in Q2 2017, buying an estimated $100K and bringing the position to 7,776 shares worth $433K. The position accounts for 0.43% of the portfolio, ranked #52.

Kissinger Financial Services first reported a position in BMY in Q3 2016 and has held it in 4 quarters since. 1,594 funds tracked by Wall St. Rank hold BMY as of Q2 2017.

Kissinger Financial Services held 7,776 shares of Bristol-Myers Squibb worth $433K as of Q2 2017.
Kissinger Financial Services bought 1,838 Bristol-Myers Squibb shares in Q2 2017, an estimated $100K.
Bristol-Myers Squibb made up 0.43% of Kissinger Financial Services's portfolio in Q2 2017, its #52 holding.
Kissinger Financial Services first reported a position in Bristol-Myers Squibb in Q3 2016 and has held it in 4 quarters since.
1,594 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.