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Narwhal Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Narwhal Capital 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
2019
Q2 		– Sell
-6,631
Closed -$316K – 136
2019
Q1 		$316K Buy
+6,631
New +$330K 0.07% 124

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Narwhal Capital Management's BMY Position: Q2 2019 in Review

Narwhal Capital Management sold out of Bristol-Myers Squibb (BMY) in Q2 2019, closing a stake of 6,631 shares — an estimated $316K sold.

Narwhal Capital Management first reported a position in BMY in Q1 2019 and held it in 1 quarter. The position peaked at $316K in Q1 2019. 1,777 funds tracked by Wall St. Rank hold BMY as of Q2 2019.

  • Narwhal Capital Management reported no remaining Bristol-Myers Squibb position as of Q2 2019 after selling out during the quarter.
  • Narwhal Capital Management sold 6,631 Bristol-Myers Squibb shares in Q2 2019, an estimated $316K.
  • Narwhal Capital Management first reported a position in Bristol-Myers Squibb in Q1 2019 and held it in 1 quarter.
  • Narwhal Capital Management's Bristol-Myers Squibb position peaked at $316K in Q1 2019.
  • 1,777 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2019.

Based on Narwhal Capital Management's 13F filing for Q2 2019, filed 30 Jul 2019.