Rosenblum Silverman Sutton’s Bristol-Myers Squibb BMY Stock Holding History

Rosenblum Silverman Sutton’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	-8,885	Closed	-$519K	–	65
2016 Q4	$519K	Sell	8,885 -17,690	-67%	-$967K	0.25%	51
2016 Q3	$1.43M	Sell	26,575 -42,060	-61%	-$2.7M	0.66%	45
2016 Q2	$5.05M	Buy	+68,635	New	+$4.85M	2.42%	15
2015 Q4	$4.75M	Buy	+69,005	New	+$4.56M	2.17%	17

Other funds holding BMY

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rosenblum Silverman Sutton's BMY Position: Q1 2017 in Review

Rosenblum Silverman Sutton sold out of Bristol-Myers Squibb (BMY) in Q1 2017, closing a stake of 8,885 shares — an estimated $519K sold.

Rosenblum Silverman Sutton first reported a position in BMY in Q4 2015 and held it in 4 quarters. The position peaked at $5.05M in Q2 2016. 1,597 funds tracked by Wall St. Rank hold BMY as of Q1 2017.

Rosenblum Silverman Sutton reported no remaining Bristol-Myers Squibb position as of Q1 2017 after selling out during the quarter.
Rosenblum Silverman Sutton sold 8,885 Bristol-Myers Squibb shares in Q1 2017, an estimated $519K.
Rosenblum Silverman Sutton first reported a position in Bristol-Myers Squibb in Q4 2015 and held it in 4 quarters.
Rosenblum Silverman Sutton's Bristol-Myers Squibb position peaked at $5.05M in Q2 2016.
1,597 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2017.

Based on Rosenblum Silverman Sutton's 13F filing for Q1 2017, filed 12 May 2017.