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RGT Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

RGT Wealth 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
2017
Q1 		– Sell
-4,662
Closed -$272K – 107
2016
Q4 		$272K Buy
+4,662
New +$255K 0.15% 86

Other funds holding BMY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RGT Wealth Advisors's BMY Position: Q1 2017 in Review

RGT Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2017, closing a stake of 4,662 shares — an estimated $272K sold.

RGT Wealth Advisors first reported a position in BMY in Q4 2016 and held it in 1 quarter. The position peaked at $272K in Q4 2016. 1,598 funds tracked by Wall St. Rank hold BMY as of Q1 2017.

  • RGT Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2017 after selling out during the quarter.
  • RGT Wealth Advisors sold 4,662 Bristol-Myers Squibb shares in Q1 2017, an estimated $272K.
  • RGT Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2016 and held it in 1 quarter.
  • RGT Wealth Advisors's Bristol-Myers Squibb position peaked at $272K in Q4 2016.
  • 1,598 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2017.

Based on RGT Wealth Advisors's 13F filing for Q1 2017, filed 12 May 2017.