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Stifel Nicolaus & Co’s Bristol-Myers Squibb BMY Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$12.9M Sell
278,971
-14,066
-5% -$617K 0.21% 117
2013
Q2 		$13.1M Buy
+293,037
New +$12.7M 0.24% 115

Other funds holding BMY

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Stifel Nicolaus & Co's BMY Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Bristol-Myers Squibb (BMY) stake by 4.8% in Q3 2013, selling an estimated $617K and leaving 278,971 shares worth $12.9M. The position accounts for 0.21% of the portfolio, ranked #117.

Stifel Nicolaus & Co first reported a position in BMY in Q2 2013 and has held it in 2 quarters since. The position peaked at $13.1M in Q2 2013. 1,188 funds tracked by Wall St. Rank hold BMY as of Q3 2013.

  • Stifel Nicolaus & Co held 278,971 shares of Bristol-Myers Squibb worth $12.9M as of Q3 2013.
  • Stifel Nicolaus & Co sold 14,066 Bristol-Myers Squibb shares in Q3 2013, an estimated $617K.
  • Bristol-Myers Squibb made up 0.21% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #117 holding.
  • Stifel Nicolaus & Co first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Bristol-Myers Squibb position peaked at $13.1M in Q2 2013.
  • 1,188 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.