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Paradigm Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Paradigm Financial 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
2014
Q2 		– Sell
-584
Closed -$30K – 98
2014
Q1 		$30K Hold
584
– – 0.03% 144
2013
Q4 		$31K Buy
+584
New +$29.7K 0.03% 165

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Paradigm Financial Advisors's BMY Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2014, closing a stake of 584 shares — an estimated $30K sold.

Paradigm Financial Advisors first reported a position in BMY in Q4 2013 and held it in 2 quarters. The position peaked at $31K in Q4 2013. 1,302 funds tracked by Wall St. Rank hold BMY as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 584 Bristol-Myers Squibb shares in Q2 2014, an estimated $30K.
  • Paradigm Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Bristol-Myers Squibb position peaked at $31K in Q4 2013.
  • 1,302 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.