O'Brien Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

O'Brien Wealth Partners’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 Q4	–	Sell	-800	Closed	-$50K	–	64
2018 Q3	$50K	Hold	800	–	–	0.03%	74
2018 Q2	$44K	Hold	800	–	–	0.03%	39
2018 Q1	$51K	Buy	+800	New	+$51.5K	0.04%	63

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

O'Brien Wealth Partners's BMY Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Bristol-Myers Squibb (BMY) in Q4 2018, closing a stake of 800 shares — an estimated $50K sold.

O'Brien Wealth Partners first reported a position in BMY in Q1 2018 and held it in 3 quarters. The position peaked at $51K in Q1 2018. 1,766 funds tracked by Wall St. Rank hold BMY as of Q4 2018.

O'Brien Wealth Partners reported no remaining Bristol-Myers Squibb position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 800 Bristol-Myers Squibb shares in Q4 2018, an estimated $50K.
O'Brien Wealth Partners first reported a position in Bristol-Myers Squibb in Q1 2018 and held it in 3 quarters.
O'Brien Wealth Partners's Bristol-Myers Squibb position peaked at $51K in Q1 2018.
1,766 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.