Peachtree Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-5,150
Closed -$379K 85
2016
Q2
$379K Hold
5,150
0.39% 62
2016
Q1
$329K Hold
5,150
0.33% 76
2015
Q4
$354K Hold
5,150
0.37% 66
2015
Q3
$305K Hold
5,150
0.32% 83
2015
Q2
$343K Hold
5,150
0.26% 99
2015
Q1
$332K Buy
5,150
+920
+22% +$57.6K 0.24% 98
2014
Q4
$250K Sell
4,230
-1,624
-28% -$91.6K 0.17% 126
2014
Q3
$300K Sell
5,854
-1,375
-19% -$68.7K 0.2% 112
2014
Q2
$351K Hold
7,229
0.23% 101
2014
Q1
$376K Hold
7,229
0.26% 95
2013
Q4
$384K Buy
+7,229
New +$368K 0.26% 94

Other funds holding BMY

Peachtree Investment Advisors's BMY Position: Q3 2016 in Review

Peachtree Investment Advisors sold out of Bristol-Myers Squibb (BMY) in Q3 2016, closing a stake of 5,150 shares — an estimated $379K sold.

Peachtree Investment Advisors first reported a position in BMY in Q4 2013 and held it in 11 quarters. The position peaked at $384K in Q4 2013. 1,523 funds tracked by Wall St. Rank hold BMY as of Q3 2016.

  • Peachtree Investment Advisors reported no remaining Bristol-Myers Squibb position as of Q3 2016 after selling out during the quarter.
  • Peachtree Investment Advisors sold 5,150 Bristol-Myers Squibb shares in Q3 2016, an estimated $379K.
  • Peachtree Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2013 and held it in 11 quarters.
  • Peachtree Investment Advisors's Bristol-Myers Squibb position peaked at $384K in Q4 2013.
  • 1,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2016.

Based on Peachtree Investment Advisors's 13F filing for Q3 2016, filed 6 Oct 2016.