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Stuart Chaussee & Associates’s Bristol-Myers Squibb BMY Stock Holding History

Stuart Chaussee & Associates’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
2018
Q1 		– Sell
-86
Closed -$5K – 110
2017
Q4 		$5K Buy
+86
New +$5.38K ﹤0.01% 78

Other funds holding BMY

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stuart Chaussee & Associates's BMY Position: Q1 2018 in Review

Stuart Chaussee & Associates sold out of Bristol-Myers Squibb (BMY) in Q1 2018, closing a stake of 86 shares — an estimated $5K sold.

Stuart Chaussee & Associates first reported a position in BMY in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 1,746 funds tracked by Wall St. Rank hold BMY as of Q1 2018.

  • Stuart Chaussee & Associates reported no remaining Bristol-Myers Squibb position as of Q1 2018 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 86 Bristol-Myers Squibb shares in Q1 2018, an estimated $5K.
  • Stuart Chaussee & Associates first reported a position in Bristol-Myers Squibb in Q4 2017 and held it in 1 quarter.
  • Stuart Chaussee & Associates's Bristol-Myers Squibb position peaked at $5K in Q4 2017.
  • 1,746 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2018.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2018, filed 19 Apr 2018.