VDFA
BMY icon

Vickerman & Driscoll Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Vickerman & Driscoll 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
2018
Q4 		– Sell
-3,885
Closed -$241K – 72
2018
Q3 		$241K Sell
3,885
-544
-12% -$32.3K 0.17% 68
2018
Q2 		$245K Sell
4,429
-11,562
-72% -$624K 0.18% 67
2018
Q1 		$1.01M Sell
15,991
-5,299
-25% -$341K 0.75% 44
2017
Q4 		$1.3M Buy
+21,290
New +$1.33M 1.03% 31

Other funds holding BMY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's BMY Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2018, closing a stake of 3,885 shares — an estimated $241K sold.

Vickerman & Driscoll Financial Advisors first reported a position in BMY in Q4 2017 and held it in 4 quarters. The position peaked at $1.3M in Q4 2017. 1,766 funds tracked by Wall St. Rank hold BMY as of Q4 2018.

  • Vickerman & Driscoll Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2018 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 3,885 Bristol-Myers Squibb shares in Q4 2018, an estimated $241K.
  • Vickerman & Driscoll Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2017 and held it in 4 quarters.
  • Vickerman & Driscoll Financial Advisors's Bristol-Myers Squibb position peaked at $1.3M in Q4 2017.
  • 1,766 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.