MU Investments Company’s Bristol-Myers Squibb BMY Stock Holding History

MU Investments Company’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 Q4	–	Sell	-730	Closed	-$39K	–	177
2016 Q3	$39K	Sell	730 -600	-45%	-$38.5K	0.03%	172
2016 Q2	$97K	Sell	1,330 -1,100	-45%	-$77.7K	0.07%	170
2016 Q1	$154K	Hold	2,430	–	–	0.1%	159
2015 Q4	$168K	Sell	2,430 -420	-15%	-$27.8K	0.1%	165
2015 Q3	$168K	Hold	2,850	–	–	0.09%	193
2015 Q2	$188K	Sell	2,850 -5,950	-68%	-$392K	0.09%	194
2015 Q1	$579K	Sell	8,800 -2,200	-20%	-$138K	0.27%	71
2014 Q4	$655K	Sell	11,000 -1,100	-9%	-$62K	0.28%	63
2014 Q3	$626K	Buy	12,100 +7,160	+145%	+$358K	0.31%	58
2014 Q2	$242K	Sell	4,940 -500	-9%	-$24.6K	0.11%	187
2014 Q1	$282K	Sell	5,440 -800	-13%	-$42.6K	0.13%	186
2013 Q4	$334K	Buy	+6,240	New	+$318K	0.14%	185

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BFA

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

MU Investments Company's BMY Position: Q4 2016 in Review

MU Investments Company sold out of Bristol-Myers Squibb (BMY) in Q4 2016, closing a stake of 730 shares — an estimated $39K sold.

MU Investments Company first reported a position in BMY in Q4 2013 and held it in 12 quarters. The position peaked at $655K in Q4 2014. 1,602 funds tracked by Wall St. Rank hold BMY as of Q4 2016.

MU Investments Company reported no remaining Bristol-Myers Squibb position as of Q4 2016 after selling out during the quarter.
MU Investments Company sold 730 Bristol-Myers Squibb shares in Q4 2016, an estimated $39K.
MU Investments Company first reported a position in Bristol-Myers Squibb in Q4 2013 and held it in 12 quarters.
MU Investments Company's Bristol-Myers Squibb position peaked at $655K in Q4 2014.
1,602 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2016.

Based on MU Investments Company's 13F filing for Q4 2016, filed 17 Jan 2017.