US Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

US Financial Advisors’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
2016 Q2	–	Sell	-380	Closed	-$24K	–	86
2016 Q1	$24K	Sell	380 -1,936	-84%	-$122K	0.04%	142
2015 Q4	$159K	Buy	2,316 +533	+30%	+$35.2K	0.15%	72
2015 Q3	$106K	Buy	1,783 +3	+0.2%	+$190	0.18%	65
2015 Q2	$118K	Buy	1,780 +80	+5%	+$5.27K	0.11%	61
2015 Q1	$110K	Buy	1,700 +1,400	+467%	+$87.6K	0.1%	68
2014 Q4	$18K	Buy	+300	New	+$16.9K	0.02%	194

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

US Financial Advisors's BMY Position: Q2 2016 in Review

US Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2016, closing a stake of 380 shares — an estimated $24K sold.

US Financial Advisors first reported a position in BMY in Q4 2014 and held it in 6 quarters. The position peaked at $159K in Q4 2015. 1,576 funds tracked by Wall St. Rank hold BMY as of Q2 2016.

US Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 380 Bristol-Myers Squibb shares in Q2 2016, an estimated $24K.
US Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2014 and held it in 6 quarters.
US Financial Advisors's Bristol-Myers Squibb position peaked at $159K in Q4 2015.
1,576 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.