Lafayette Investments’s Bristol-Myers Squibb BMY Stock Holding History

Lafayette Investments’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 Q3	–	Sell	-3,110	Closed	-$229K	–	68
2016 Q2	$229K	Buy	+3,110	New	+$220K	0.09%	61
2016 Q1	–	Sell	-3,110	Closed	-$214K	–	67
2015 Q4	$214K	Buy	+3,110	New	+$206K	0.09%	67
2015 Q3	–	Sell	-3,110	Closed	-$207K	–	70
2015 Q2	$207K	Sell	3,110 -250	-7%	-$16.5K	0.09%	67
2015 Q1	$217K	Buy	+3,360	New	+$210K	0.09%	66
2014 Q1	–	Sell	-4,610	Closed	-$245K	–	66
2013 Q4	$245K	Sell	4,610 -1,300	-22%	-$66.2K	0.11%	60
2013 Q3	$274K	Hold	5,910	–	–	0.13%	58
2013 Q2	$264K	Buy	+5,910	New	+$257K	0.13%	58

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

BFA

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Lafayette Investments's BMY Position: Q3 2016 in Review

Lafayette Investments sold out of Bristol-Myers Squibb (BMY) in Q3 2016, closing a stake of 3,110 shares — an estimated $229K sold.

Lafayette Investments first reported a position in BMY in Q2 2013 and held it in 7 quarters. The position peaked at $274K in Q3 2013. 1,522 funds tracked by Wall St. Rank hold BMY as of Q3 2016.

Lafayette Investments reported no remaining Bristol-Myers Squibb position as of Q3 2016 after selling out during the quarter.
Lafayette Investments sold 3,110 Bristol-Myers Squibb shares in Q3 2016, an estimated $229K.
Lafayette Investments first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 7 quarters.
Lafayette Investments's Bristol-Myers Squibb position peaked at $274K in Q3 2013.
1,522 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2016.

Based on Lafayette Investments's 13F filing for Q3 2016, filed 14 Nov 2016.