Oak Point Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Oak Point Wealth 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
2018 Q1	$493K	Buy	+8,021	New	+$516K	0.5%	56

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Oak Point Wealth Management's BMY Position: Q1 2018 in Review

Oak Point Wealth Management opened a new position in Bristol-Myers Squibb (BMY) in Q1 2018: 8,021 shares worth $493K. The stake represents 0.5% of the portfolio and ranks #56 among its holdings.

1,747 funds tracked by Wall St. Rank hold BMY as of Q1 2018.

Oak Point Wealth Management held 8,021 shares of Bristol-Myers Squibb worth $493K as of Q1 2018.
Bristol-Myers Squibb was a new Oak Point Wealth Management position in Q1 2018.
Bristol-Myers Squibb made up 0.5% of Oak Point Wealth Management's portfolio in Q1 2018, its #56 holding.
1,747 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.