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Piershale Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Piershale Financial Group’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
2016
Q2 		– Sell
-2
Closed – – 143
2016
Q1 		$0 Sell
2
-205
-99% -$12.9K ﹤0.01% 147
2015
Q4 		$14K Buy
207
+1
+0.5% +$66 0.01% 92
2015
Q3 		$12K Buy
206
+2
+1% +$127 0.01% 68
2015
Q2 		$14K Buy
204
+1
+0.5% +$66 0.01% 65
2015
Q1 		$13K Buy
203
+1
+0.5% +$63 0.01% 70
2014
Q4 		$12K Buy
202
+200
+10,000% +$11.3K 0.01% 92
2014
Q3 		$0 Hold
2
– – ﹤0.01% 141
2014
Q2 		$0 Hold
2
– – ﹤0.01% 176
2014
Q1 		$0 Hold
2
– – ﹤0.01% 145
2013
Q4 		$0 Hold
2
– – ﹤0.01% 144
2013
Q3 		$0 Buy
+2
New +$88 ﹤0.01% 125

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Piershale Financial Group's BMY Position: Q2 2016 in Review

Piershale Financial Group sold out of Bristol-Myers Squibb (BMY) in Q2 2016, closing a stake of 2 shares.

Piershale Financial Group first reported a position in BMY in Q3 2013 and held it in 11 quarters. The position peaked at $14K in Q4 2015. 1,576 funds tracked by Wall St. Rank hold BMY as of Q2 2016.

  • Piershale Financial Group reported no remaining Bristol-Myers Squibb position as of Q2 2016 after selling out during the quarter.
  • Piershale Financial Group sold 2 Bristol-Myers Squibb shares in Q2 2016.
  • Piershale Financial Group first reported a position in Bristol-Myers Squibb in Q3 2013 and held it in 11 quarters.
  • Piershale Financial Group's Bristol-Myers Squibb position peaked at $14K in Q4 2015.
  • 1,576 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2016.

Based on Piershale Financial Group's 13F filing for Q2 2016, filed 15 Jul 2016.