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MYCIO Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-17,306
Closed -$1.11M – 72
2019
Q4 		$1.11M Buy
17,306
+9,172
+113% +$525K 0.07% 121
2019
Q3 		$412K Buy
8,134
+74
+0.9% +$3.48K 0.03% 196
2019
Q2 		$366K Buy
8,060
+1,255
+18% +$58.5K 0.03% 203
2019
Q1 		$325K Buy
6,805
+24
+0.4% +$1.2K 0.03% 207
2018
Q4 		$352K Sell
6,781
-625
-8% -$33.6K 0.03% 186
2018
Q3 		$460K Sell
7,406
-394
-5% -$23.4K 0.04% 162
2018
Q2 		$432K Buy
7,800
+1,928
+33% +$104K 0.04% 171
2018
Q1 		$371K Sell
5,872
-861
-13% -$55.4K 0.04% 159
2017
Q4 		$413K Buy
6,733
+524
+8% +$32.8K 0.04% 158
2017
Q3 		$396K Buy
6,209
+148
+2% +$8.64K 0.04% 162
2017
Q2 		$338K Sell
6,061
-1,780
-23% -$96.9K 0.04% 163
2017
Q1 		$426K Buy
7,841
+1,226
+19% +$67.2K 0.05% 146
2016
Q4 		$387K Buy
6,615
+2,701
+69% +$148K 0.05% 140
2016
Q3 		$211K Buy
3,914
+2,671
+215% +$172K 0.03% 164
2016
Q2 		$91K Buy
1,243
+633
+104% +$44.7K 0.02% 274
2016
Q1 		$39K Buy
610
+50
+9% +$3.15K 0.01% 347
2015
Q4 		$39K Sell
560
-54
-9% -$3.57K 0.01% 321
2015
Q3 		$36K Sell
614
-31
-5% -$1.97K 0.01% 336
2015
Q2 		$43K Hold
645
– – 0.01% 315
2015
Q1 		$42K Sell
645
-15
-2% -$939 0.01% 303
2014
Q4 		$39K Sell
660
-1,637
-71% -$92.3K 0.01% 296
2014
Q3 		$118K Buy
2,297
+13
+0.6% +$649 0.03% 177
2014
Q2 		$111K Buy
2,284
+14
+0.6% +$690 0.03% 185
2014
Q1 		$118K Buy
2,270
+13
+0.6% +$692 0.03% 173
2013
Q4 		$120K Buy
2,257
+12
+0.5% +$611 0.03% 170
2013
Q3 		$104K Buy
2,245
+15
+0.7% +$658 0.03% 171
2013
Q2 		$100K Buy
+2,230
New +$96.8K 0.03% 168

Other funds holding BMY

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MYCIO Wealth Partners's BMY Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Bristol-Myers Squibb (BMY) in Q1 2020, closing a stake of 17,306 shares — an estimated $1.11M sold.

MYCIO Wealth Partners first reported a position in BMY in Q2 2013 and held it in 27 quarters. The position peaked at $1.11M in Q4 2019. 2,148 funds tracked by Wall St. Rank hold BMY as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Bristol-Myers Squibb position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 17,306 Bristol-Myers Squibb shares in Q1 2020, an estimated $1.11M.
  • MYCIO Wealth Partners first reported a position in Bristol-Myers Squibb in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's Bristol-Myers Squibb position peaked at $1.11M in Q4 2019.
  • 2,148 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.