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

Torch Wealth Management’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
2014 Q3	–	Sell	-400	Closed	-$19K	–	119
2014 Q2	$19K	Hold	400	–	–	0.01%	205
2014 Q1	$21K	Hold	400	–	–	0.02%	207
2013 Q4	$21K	Buy	+400	New	+$20.4K	0.02%	186

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Torch Wealth Management's BMY Position: Q3 2014 in Review

Torch Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q3 2014, closing a stake of 400 shares — an estimated $19K sold.

Torch Wealth Management first reported a position in BMY in Q4 2013 and held it in 3 quarters. The position peaked at $21K in Q1 2014. 1,302 funds tracked by Wall St. Rank hold BMY as of Q3 2014.

Torch Wealth Management reported no remaining Bristol-Myers Squibb position as of Q3 2014 after selling out during the quarter.
Torch Wealth Management sold 400 Bristol-Myers Squibb shares in Q3 2014, an estimated $19K.
Torch Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2013 and held it in 3 quarters.
Torch Wealth Management's Bristol-Myers Squibb position peaked at $21K in Q1 2014.
1,302 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.