US Global Investors Funds’s Bristol-Myers Squibb BMY Stock Holding History

US Global Investors Funds’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
2013 Q4	$266K	Buy	+5,000	New	+$255K	0.05%	214

Other funds holding BMY

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

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

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

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

BIT

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

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

US Global Investors Funds's BMY Position: Q4 2013 in Review

US Global Investors Funds opened a new position in Bristol-Myers Squibb (BMY) in Q4 2013: 5,000 shares worth $266K. The stake represents 0.05% of the portfolio and ranks #214 among its holdings.

1,314 funds tracked by Wall St. Rank hold BMY as of Q4 2013.

US Global Investors Funds held 5,000 shares of Bristol-Myers Squibb worth $266K as of Q4 2013.
Bristol-Myers Squibb was a new US Global Investors Funds position in Q4 2013.
Bristol-Myers Squibb made up 0.05% of US Global Investors Funds's portfolio in Q4 2013, its #214 holding.
1,314 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2013.

Based on US Global Investors Funds's 13F filing for Q4 2013, filed 18 Feb 2014.