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United Bank (West Virginia)’s Bristol-Myers Squibb BMY Stock Holding History

United Bank (West Virginia)’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
2017
Q3 		$374K Hold
5,865
– – 0.15% 74
2017
Q2 		$327K Sell
5,865
-1,050
-15% -$57.1K 0.14% 85
2017
Q1 		$376K Sell
6,915
-150
-2% -$8.23K 0.16% 75
2016
Q4 		$413K Sell
7,065
-1,187
-14% -$64.9K 0.18% 66
2016
Q3 		$445K Sell
8,252
-1,850
-18% -$119K 0.2% 63
2016
Q2 		$743K Buy
10,102
+1,000
+11% +$70.7K 0.34% 47
2016
Q1 		$581K Buy
9,102
+1,400
+18% +$88.3K 0.27% 52
2015
Q4 		$530K Buy
7,702
+175
+2% +$11.6K 0.25% 50
2015
Q3 		$446K Sell
7,527
-3,701
-33% -$235K 0.23% 50
2015
Q2 		$746K Sell
11,228
-2,800
-20% -$185K 0.33% 40
2015
Q1 		$905K Sell
14,028
-500
-3% -$31.3K 0.38% 38
2014
Q4 		$857K Sell
14,528
-400
-3% -$22.6K 0.32% 45
2014
Q3 		$764K Sell
14,928
-2,116
-12% -$106K 0.29% 47
2014
Q2 		$826K Sell
17,044
-150
-0.9% -$7.39K 0.31% 45
2014
Q1 		$893K Hold
17,194
– – 0.35% 37
2013
Q4 		$914K Sell
17,194
-2,647
-13% -$135K 0.36% 36
2013
Q3 		$918K Sell
19,841
-50
-0.3% -$2.19K 0.39% 36
2013
Q2 		$889K Buy
+19,891
New +$864K 0.4% 34

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

United Bank (West Virginia)'s BMY Position: Q3 2017 in Review

United Bank (West Virginia) held its Bristol-Myers Squibb (BMY) position steady in Q3 2017 at 5,865 shares worth $374K. The position accounts for 0.15% of the portfolio, ranked #74.

United Bank (West Virginia) first reported a position in BMY in Q2 2013 and has held it in 18 quarters since. The position peaked at $918K in Q3 2013. 1,642 funds tracked by Wall St. Rank hold BMY as of Q3 2017.

  • United Bank (West Virginia) held 5,865 shares of Bristol-Myers Squibb worth $374K as of Q3 2017.
  • United Bank (West Virginia) left its Bristol-Myers Squibb share count unchanged in Q3 2017.
  • Bristol-Myers Squibb made up 0.15% of United Bank (West Virginia)'s portfolio in Q3 2017, its #74 holding.
  • United Bank (West Virginia) first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 18 quarters since.
  • United Bank (West Virginia)'s Bristol-Myers Squibb position peaked at $918K in Q3 2013.
  • 1,642 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2017.

Based on United Bank (West Virginia)'s 13F filing for Q3 2017, filed 26 Oct 2017.