Lebenthal Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Lebenthal Wealth 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
2016 Q2	$586K	Buy	+7,967	New	+$563K	1.73%	15

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

BFA

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

Lebenthal Wealth Advisors's BMY Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q2 2016: 7,967 shares worth $586K. The stake represents 1.73% of the portfolio and ranks #15 among its holdings.

1,576 funds tracked by Wall St. Rank hold BMY as of Q2 2016.

Lebenthal Wealth Advisors held 7,967 shares of Bristol-Myers Squibb worth $586K as of Q2 2016.
Bristol-Myers Squibb was a new Lebenthal Wealth Advisors position in Q2 2016.
Bristol-Myers Squibb made up 1.73% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #15 holding.
1,576 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.