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

Vector 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
2016 Q3	–	Sell	-3,029	Closed	-$223K	–	81
2016 Q2	$223K	Sell	3,029 -476	-14%	-$33.6K	0.15%	75
2016 Q1	$223K	Sell	3,505 -158	-4%	-$9.96K	0.17%	72
2015 Q4	$252K	Buy	3,663 +16	+0.4%	+$1.06K	0.2%	67
2015 Q3	$244K	Sell	3,647 -32	-0.9%	-$2.03K	0.19%	65
2015 Q2	$245K	Buy	3,679 +256	+7%	+$16.9K	0.19%	65
2015 Q1	$220K	Buy	3,423 +14	+0.4%	+$876	0.18%	71
2014 Q4	$202K	Buy	+3,409	New	+$192K	0.15%	70
2014 Q1	–	Sell	-3,836	Closed	-$204K	–	55
2013 Q4	$204K	Buy	+3,836	New	+$195K	0.14%	54

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

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

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

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

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

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

BFA

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Vector Wealth Management's BMY Position: Q3 2016 in Review

Vector Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q3 2016, closing a stake of 3,029 shares — an estimated $223K sold.

Vector Wealth Management first reported a position in BMY in Q4 2013 and held it in 8 quarters. The position peaked at $252K in Q4 2015. 1,522 funds tracked by Wall St. Rank hold BMY as of Q3 2016.

Vector Wealth Management reported no remaining Bristol-Myers Squibb position as of Q3 2016 after selling out during the quarter.
Vector Wealth Management sold 3,029 Bristol-Myers Squibb shares in Q3 2016, an estimated $223K.
Vector Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2013 and held it in 8 quarters.
Vector Wealth Management's Bristol-Myers Squibb position peaked at $252K in Q4 2015.
1,522 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2016.

Based on Vector Wealth Management's 13F filing for Q3 2016, filed 26 Oct 2016.