Taylor Wealth Management Partners’s Bristol-Myers Squibb BMY Stock Holding History

Taylor Wealth Management Partners’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	-650	Closed	-$40K	–	136
2017 Q4	$40K	Hold	650	–	–	0.02%	100
2017 Q3	$41K	Hold	650	–	–	0.02%	102
2017 Q2	$36K	Sell	650 -425	-40%	-$23.1K	0.02%	106
2017 Q1	$58K	Sell	1,075 -300	-22%	-$16.5K	0.03%	99
2016 Q4	$80K	Sell	1,375 -875	-39%	-$47.8K	0.04%	89
2016 Q3	$121K	Sell	2,250 -100	-4%	-$6.42K	0.05%	65
2016 Q2	$173K	Hold	2,350	–	–	0.07%	50
2016 Q1	$150K	Buy	2,350 +600	+34%	+$37.8K	0.07%	47
2015 Q4	$120K	Hold	1,750	–	–	0.05%	56
2015 Q3	$104K	Sell	1,750 -100	-5%	-$6.34K	0.05%	55
2015 Q2	$123K	Buy	1,850 +1,450	+363%	+$95.6K	0.04%	57
2015 Q1	$26K	Buy	+400	New	+$25K	0.01%	101

Other funds holding BMY

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Taylor Wealth Management Partners's BMY Position: Q1 2018 in Review

Taylor Wealth Management Partners sold out of Bristol-Myers Squibb (BMY) in Q1 2018, closing a stake of 650 shares — an estimated $40K sold.

Taylor Wealth Management Partners first reported a position in BMY in Q1 2015 and held it in 12 quarters. The position peaked at $173K in Q2 2016. 1,747 funds tracked by Wall St. Rank hold BMY as of Q1 2018.

Taylor Wealth Management Partners reported no remaining Bristol-Myers Squibb position as of Q1 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 650 Bristol-Myers Squibb shares in Q1 2018, an estimated $40K.
Taylor Wealth Management Partners first reported a position in Bristol-Myers Squibb in Q1 2015 and held it in 12 quarters.
Taylor Wealth Management Partners's Bristol-Myers Squibb position peaked at $173K in Q2 2016.
1,747 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2018, filed 11 Apr 2018.