Shikiar Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Shikiar Asset Management’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 Q4	–	Sell	-4,300	Closed	-$220K	–	107
2014 Q3	$220K	Hold	4,300	–	–	0.09%	95
2014 Q2	$209K	Hold	4,300	–	–	0.09%	107
2014 Q1	$223K	Hold	4,300	–	–	0.1%	105
2013 Q4	$229K	Buy	+4,300	New	+$219K	0.1%	97

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Shikiar Asset Management's BMY Position: Q4 2014 in Review

Shikiar Asset Management sold out of Bristol-Myers Squibb (BMY) in Q4 2014, closing a stake of 4,300 shares — an estimated $220K sold.

Shikiar Asset Management first reported a position in BMY in Q4 2013 and held it in 4 quarters. The position peaked at $229K in Q4 2013. 1,410 funds tracked by Wall St. Rank hold BMY as of Q4 2014.

Shikiar Asset Management reported no remaining Bristol-Myers Squibb position as of Q4 2014 after selling out during the quarter.
Shikiar Asset Management sold 4,300 Bristol-Myers Squibb shares in Q4 2014, an estimated $220K.
Shikiar Asset Management first reported a position in Bristol-Myers Squibb in Q4 2013 and held it in 4 quarters.
Shikiar Asset Management's Bristol-Myers Squibb position peaked at $229K in Q4 2013.
1,410 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2014.

Based on Shikiar Asset Management's 13F filing for Q4 2014, filed 30 Jan 2015.