New England Private Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

New England Private Wealth 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
2019 Q4	–	Sell	-4,025	Closed	-$203K	–	91
2019 Q3	$203K	Buy	+4,025	New	+$189K	0.05%	155
2018 Q4	–	Sell	-4,140	Closed	-$257K	–	146
2018 Q3	$257K	Sell	4,140 -103	-2%	-$6.11K	0.07%	122
2018 Q2	$236K	Sell	4,243 -835	-16%	-$45.1K	0.07%	129
2018 Q1	$322K	Buy	5,078 +207	+4%	+$13.3K	0.09%	109
2017 Q4	$300K	Sell	4,871 -202	-4%	-$12.6K	0.08%	106
2017 Q3	$324K	Sell	5,073 -195	-4%	-$11.4K	0.1%	98
2017 Q2	$293K	Sell	5,268 -1,300	-20%	-$70.7K	0.09%	105
2017 Q1	$355K	Buy	6,568 +3	+0%	+$165	0.11%	93
2016 Q4	$385K	Sell	6,565 -435	-6%	-$23.8K	0.13%	83
2016 Q3	$376K	Buy	7,000 +700	+11%	+$45K	0.14%	82
2016 Q2	$463K	Hold	6,300	–	–	0.18%	72
2016 Q1	$404K	Hold	6,300	–	–	0.17%	73
2015 Q4	$434K	Hold	6,300	–	–	0.17%	76
2015 Q3	$374K	Buy	6,300 +400	+7%	+$25.4K	0.16%	72
2015 Q2	$392K	Buy	5,900 +500	+9%	+$33K	0.15%	71
2015 Q1	$346K	Hold	5,400	–	–	0.13%	69
2014 Q4	$321K	Hold	5,400	–	–	0.13%	75
2014 Q3	$276K	Buy	5,400 +1,000	+23%	+$50K	0.11%	78
2014 Q2	$213K	Hold	4,400	–	–	0.09%	99
2014 Q1	$229K	Hold	4,400	–	–	0.1%	88
2013 Q4	$234K	Sell	4,400 -1,706	-28%	-$86.9K	0.11%	82
2013 Q3	$282K	Buy	+6,106	New	+$268K	0.15%	59

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

New England Private Wealth Advisors's BMY Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2019, closing a stake of 4,025 shares — an estimated $203K sold.

New England Private Wealth Advisors first reported a position in BMY in Q3 2013 and held it in 22 quarters. The position peaked at $463K in Q2 2016. 2,217 funds tracked by Wall St. Rank hold BMY as of Q4 2019.

New England Private Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2019 after selling out during the quarter.
New England Private Wealth Advisors sold 4,025 Bristol-Myers Squibb shares in Q4 2019, an estimated $203K.
New England Private Wealth Advisors first reported a position in Bristol-Myers Squibb in Q3 2013 and held it in 22 quarters.
New England Private Wealth Advisors's Bristol-Myers Squibb position peaked at $463K in Q2 2016.
2,217 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.