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

Longer 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
2018 Q1	–	Sell	-32,790	Closed	-$2.01M	–	35
2017 Q4	$2.01M	Buy	+32,790	New	+$2.05M	1.68%	28

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Longer Investments's BMY Position: Q1 2018 in Review

Longer Investments sold out of Bristol-Myers Squibb (BMY) in Q1 2018, closing a stake of 32,790 shares — an estimated $2.01M sold.

Longer Investments first reported a position in BMY in Q4 2017 and held it in 1 quarter. The position peaked at $2.01M in Q4 2017. 1,746 funds tracked by Wall St. Rank hold BMY as of Q1 2018.

Longer Investments reported no remaining Bristol-Myers Squibb position as of Q1 2018 after selling out during the quarter.
Longer Investments sold 32,790 Bristol-Myers Squibb shares in Q1 2018, an estimated $2.01M.
Longer Investments first reported a position in Bristol-Myers Squibb in Q4 2017 and held it in 1 quarter.
Longer Investments's Bristol-Myers Squibb position peaked at $2.01M in Q4 2017.
1,746 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2018.

Based on Longer Investments's 13F filing for Q1 2018, filed 24 Apr 2018.