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Mountain Capital Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-168
Closed -$11K – 88
2017
Q3 		$11K Sell
168
-4,302
-96% -$251K 0.01% 253
2017
Q2 		$249K Buy
+4,470
New +$243K 0.24% 27

Other funds holding BMY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mountain Capital Investment Advisors's BMY Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2017, closing a stake of 168 shares — an estimated $11K sold.

Mountain Capital Investment Advisors first reported a position in BMY in Q2 2017 and held it in 2 quarters. The position peaked at $249K in Q2 2017. 1,736 funds tracked by Wall St. Rank hold BMY as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 168 Bristol-Myers Squibb shares in Q4 2017, an estimated $11K.
  • Mountain Capital Investment Advisors first reported a position in Bristol-Myers Squibb in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Bristol-Myers Squibb position peaked at $249K in Q2 2017.
  • 1,736 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.