Wealthfront’s Bristol-Myers Squibb BMY Stock Holding History

Wealthfront’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 Q3	$1.81M	Buy	29,093 +7,648	+36%	+$454K	0.02%	139
2018 Q2	$1.19M	Sell	21,445 -25,544	-54%	-$1.38M	0.01%	215
2018 Q1	$2.97M	Buy	46,989 +7,291	+18%	+$469K	0.03%	93
2017 Q4	$2.43M	Buy	39,698 +1,814	+5%	+$113K	0.03%	97
2017 Q3	$2.42M	Buy	37,884 +8,709	+30%	+$509K	0.03%	95
2017 Q2	$1.63M	Buy	29,175 +4,599	+19%	+$250K	0.02%	112
2017 Q1	$1.34M	Sell	24,576 -10,936	-31%	-$600K	0.02%	116
2016 Q4	$2.08M	Buy	35,512 +21,617	+156%	+$1.18M	0.05%	73
2016 Q3	$749K	Sell	13,895 -27,665	-67%	-$1.78M	0.02%	138
2016 Q2	$3.06M	Buy	41,560 +11,160	+37%	+$789K	0.08%	46
2016 Q1	$1.94M	Sell	30,400 -9,646	-24%	-$608K	0.06%	61
2015 Q4	$2.75M	Buy	40,046 +12,645	+46%	+$836K	0.1%	40
2015 Q3	$1.62M	Buy	27,401 +11,331	+71%	+$719K	0.06%	60
2015 Q2	$1.07M	Buy	16,070 +4,684	+41%	+$309K	0.04%	54
2015 Q1	$734K	Buy	11,386 +1,451	+15%	+$90.8K	0.04%	57
2014 Q4	$586K	Buy	9,935 +2,353	+31%	+$133K	0.03%	62
2014 Q3	$388K	Buy	7,582 +5,244	+224%	+$262K	0.03%	75
2014 Q2	$113K	Sell	2,338 -783	-25%	-$38.6K	0.01%	197
2014 Q1	$162K	Buy	+3,121	New	+$166K	0.02%	72

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wealthfront's BMY Position: Q3 2018 in Review

Wealthfront increased its Bristol-Myers Squibb (BMY) stake by 36% in Q3 2018, buying an estimated $454K and bringing the position to 29,093 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #139.

Wealthfront first reported a position in BMY in Q1 2014 and has held it in 19 quarters since. The position peaked at $3.06M in Q2 2016. 1,730 funds tracked by Wall St. Rank hold BMY as of Q3 2018.

Wealthfront held 29,093 shares of Bristol-Myers Squibb worth $1.81M as of Q3 2018.
Wealthfront bought 7,648 Bristol-Myers Squibb shares in Q3 2018, an estimated $454K.
Bristol-Myers Squibb made up 0.02% of Wealthfront's portfolio in Q3 2018, its #139 holding.
Wealthfront first reported a position in Bristol-Myers Squibb in Q1 2014 and has held it in 19 quarters since.
Wealthfront's Bristol-Myers Squibb position peaked at $3.06M in Q2 2016.
1,730 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.