Stanford Investment Group’s Bristol-Myers Squibb BMY Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-1,244	Closed	-$73K	–	37
2016 Q4	$73K	Sell	1,244 -419	-25%	-$22.9K	0.04%	109
2016 Q3	$90K	Buy	1,663 +129	+8%	+$8.29K	0.04%	97
2016 Q2	$113K	Buy	1,534 +73	+5%	+$5.16K	0.06%	86
2016 Q1	$93K	Buy	1,461 +401	+38%	+$25.3K	0.05%	92
2015 Q4	$73K	Buy	1,060 +2	+0.2%	+$132	0.04%	103
2015 Q3	$63K	Buy	1,058 +2	+0.2%	+$127	0.05%	106
2015 Q2	$70K	Buy	1,056 +2	+0.2%	+$132	0.05%	111
2015 Q1	$68K	Sell	1,054 -228	-18%	-$14.3K	0.05%	111
2014 Q4	$76K	Buy	+1,282	New	+$72.3K	0.06%	105

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

Stanford Investment Group's BMY Position: Q1 2017 in Review

Stanford Investment Group sold out of Bristol-Myers Squibb (BMY) in Q1 2017, closing a stake of 1,244 shares — an estimated $73K sold.

Stanford Investment Group first reported a position in BMY in Q4 2014 and held it in 9 quarters. The position peaked at $113K in Q2 2016. 1,598 funds tracked by Wall St. Rank hold BMY as of Q1 2017.

Stanford Investment Group reported no remaining Bristol-Myers Squibb position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 1,244 Bristol-Myers Squibb shares in Q1 2017, an estimated $73K.
Stanford Investment Group first reported a position in Bristol-Myers Squibb in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Bristol-Myers Squibb position peaked at $113K in Q2 2016.
1,598 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.