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Montgomery Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Montgomery Investment Management’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
Q4 		– Sell
-6,260
Closed -$290K – 66
2013
Q3 		$290K Hold
6,260
– – 0.16% 70
2013
Q2 		$280K Buy
+6,260
New +$272K 0.15% 69

Other funds holding BMY

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Montgomery Investment Management's BMY Position: Q4 2013 in Review

Montgomery Investment Management sold out of Bristol-Myers Squibb (BMY) in Q4 2013, closing a stake of 6,260 shares — an estimated $290K sold.

Montgomery Investment Management first reported a position in BMY in Q2 2013 and held it in 2 quarters. The position peaked at $290K in Q3 2013. 1,313 funds tracked by Wall St. Rank hold BMY as of Q4 2013.

  • Montgomery Investment Management reported no remaining Bristol-Myers Squibb position as of Q4 2013 after selling out during the quarter.
  • Montgomery Investment Management sold 6,260 Bristol-Myers Squibb shares in Q4 2013, an estimated $290K.
  • Montgomery Investment Management first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 2 quarters.
  • Montgomery Investment Management's Bristol-Myers Squibb position peaked at $290K in Q3 2013.
  • 1,313 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2013.

Based on Montgomery Investment Management's 13F filing for Q4 2013, filed 23 Jan 2014.