Staton Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$2.43M Buy
43,620
+3,055
+8% +$166K 2.06% 26
2017
Q1
$2.21M Buy
+40,565
New +$2.22M 1.9% 28

Other funds holding BMY

Staton Financial Advisors's BMY Position: Q2 2017 in Review

Staton Financial Advisors increased its Bristol-Myers Squibb (BMY) stake by 7.5% in Q2 2017, buying an estimated $166K and bringing the position to 43,620 shares worth $2.43M. The position accounts for 2.06% of the portfolio, ranked #26.

Staton Financial Advisors first reported a position in BMY in Q1 2017 and has held it in 2 quarters since. 1,595 funds tracked by Wall St. Rank hold BMY as of Q2 2017.

  • Staton Financial Advisors held 43,620 shares of Bristol-Myers Squibb worth $2.43M as of Q2 2017.
  • Staton Financial Advisors bought 3,055 Bristol-Myers Squibb shares in Q2 2017, an estimated $166K.
  • Bristol-Myers Squibb made up 2.06% of Staton Financial Advisors's portfolio in Q2 2017, its #26 holding.
  • Staton Financial Advisors first reported a position in Bristol-Myers Squibb in Q1 2017 and has held it in 2 quarters since.
  • 1,595 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2017.

Based on Staton Financial Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.