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

Oakview 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
2018 Q2	–	Sell	-658	Closed	-$42K	–	20
2018 Q1	$42K	Buy	+658	New	+$42.3K	0.02%	16
2017 Q2	–	Sell	-658	Closed	-$36K	–	6
2017 Q1	$36K	Hold	658	–	–	0.02%	24
2016 Q4	$38K	Buy	+658	New	+$36K	0.02%	22

Other funds holding BMY

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oakview Capital Management's BMY Position: Q2 2018 in Review

Oakview Capital Management sold out of Bristol-Myers Squibb (BMY) in Q2 2018, closing a stake of 658 shares — an estimated $42K sold.

Oakview Capital Management first reported a position in BMY in Q4 2016 and held it in 3 quarters. The position peaked at $42K in Q1 2018. 1,691 funds tracked by Wall St. Rank hold BMY as of Q2 2018.

Oakview Capital Management reported no remaining Bristol-Myers Squibb position as of Q2 2018 after selling out during the quarter.
Oakview Capital Management sold 658 Bristol-Myers Squibb shares in Q2 2018, an estimated $42K.
Oakview Capital Management first reported a position in Bristol-Myers Squibb in Q4 2016 and held it in 3 quarters.
Oakview Capital Management's Bristol-Myers Squibb position peaked at $42K in Q1 2018.
1,691 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2018.

Based on Oakview Capital Management's 13F filing for Q2 2018, filed 1 Aug 2018.