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Mariner Wealth Advisors (Madison)’s Bristol-Myers Squibb BMY Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$46K Hold
1,000
– – 0.02% 95
2013
Q2 		$45K Buy
+1,000
New +$43.4K 0.02% 78

Other funds holding BMY

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s BMY Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its Bristol-Myers Squibb (BMY) position steady in Q3 2013 at 1,000 shares worth $46K. The position accounts for 0.02% of the portfolio, ranked #95.

Mariner Wealth Advisors (Madison) first reported a position in BMY in Q2 2013 and has held it in 2 quarters since. 1,188 funds tracked by Wall St. Rank hold BMY as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 1,000 shares of Bristol-Myers Squibb worth $46K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its Bristol-Myers Squibb share count unchanged in Q3 2013.
  • Bristol-Myers Squibb made up 0.02% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #95 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 2 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.