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New York Life Trust’s Bristol-Myers Squibb BMY Stock Holding History

New York Life Trust’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
Q1 		$0 Sell
5
-186
-97% -$10.2K ﹤0.01% 196
2016
Q4 		$11K Sell
191
-15
-7% -$820 0.05% 188
2016
Q3 		$11K Sell
206
-384
-65% -$24.7K 0.05% 194
2016
Q2 		$43K Sell
590
-170
-22% -$12K 0.21% 146
2016
Q1 		$49K Sell
760
-346
-31% -$21.8K 0.21% 145
2015
Q4 		$76K Buy
1,106
+38
+4% +$2.51K 0.33% 110
2015
Q3 		$63K Buy
1,068
+549
+106% +$34.8K 0.28% 128
2015
Q2 		$35K Buy
519
+34
+7% +$2.24K 0.15% 160
2015
Q1 		$31K Buy
485
+105
+28% +$6.57K 0.12% 162
2014
Q4 		$22K Buy
380
+253
+199% +$14.3K 0.09% 169
2014
Q3 		$6K Sell
127
-20
-14% -$999 0.02% 186
2014
Q2 		$7K Sell
147
-165
-53% -$8.13K 0.03% 181
2014
Q1 		$16K Sell
312
-33
-10% -$1.76K 0.07% 171
2013
Q4 		$18K Sell
345
-3,894
-92% -$198K 0.08% 171
2013
Q3 		$196K Sell
4,239
-292
-6% -$12.8K 0.98% 24
2013
Q2 		$202K Buy
+4,531
New +$197K 0.93% 24

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New York Life Trust's BMY Position: Q1 2017 in Review

New York Life Trust reduced its Bristol-Myers Squibb (BMY) stake by 97% in Q1 2017, selling an estimated $10.2K and leaving 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #196.

New York Life Trust first reported a position in BMY in Q2 2013 and has held it in 16 quarters since. The position peaked at $202K in Q2 2013. 1,598 funds tracked by Wall St. Rank hold BMY as of Q1 2017.

  • New York Life Trust held 5 shares of Bristol-Myers Squibb worth $0 as of Q1 2017.
  • New York Life Trust sold 186 Bristol-Myers Squibb shares in Q1 2017, an estimated $10.2K.
  • Bristol-Myers Squibb made up ﹤0.01% of New York Life Trust's portfolio in Q1 2017, its #196 holding.
  • New York Life Trust first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 16 quarters since.
  • New York Life Trust's Bristol-Myers Squibb position peaked at $202K in Q2 2013.
  • 1,598 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.