WFG Advisors’s Bristol-Myers Squibb BMY Stock Holding History

WFG 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
2017 Q2	$1.33M	Buy	23,928 +1,328	+6%	+$72.3K	0.3%	89
2017 Q1	$1.23M	Sell	22,600 -4,377	-16%	-$240K	0.33%	76
2016 Q4	$1.58M	Sell	26,977 -752	-3%	-$41.1K	0.39%	64
2016 Q3	$1.5M	Buy	27,729 +7,928	+40%	+$509K	0.37%	69
2016 Q2	$1.46M	Buy	19,801 +963	+5%	+$68K	0.39%	64
2016 Q1	$1.2M	Sell	18,838 -4,128	-18%	-$260K	0.35%	71
2015 Q4	$1.58M	Buy	22,966 +1,430	+7%	+$94.5K	0.47%	44
2015 Q3	$1.27M	Sell	21,536 -1,299	-6%	-$82.4K	0.4%	53
2015 Q2	$1.52M	Buy	22,835 +1,748	+8%	+$115K	0.42%	49
2015 Q1	$1.36M	Sell	21,087 -2,837	-12%	-$178K	0.38%	49
2014 Q4	$1.41M	Buy	23,924 +9,328	+64%	+$526K	0.29%	71
2014 Q3	$747K	Buy	14,596 +243	+2%	+$12.1K	0.14%	174
2014 Q2	$696K	Sell	14,353 -1,150	-7%	-$56.7K	0.13%	190
2014 Q1	$805K	Sell	15,503 -7,807	-33%	-$415K	0.16%	159
2013 Q4	$1.24M	Sell	23,310 -1,508	-6%	-$76.8K	0.18%	136
2013 Q3	$1.15M	Buy	24,818 +1,432	+6%	+$62.9K	0.18%	144
2013 Q2	$1.04M	Buy	+23,386	New	+$1.02M	0.17%	147

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

WFG Advisors's BMY Position: Q2 2017 in Review

WFG Advisors increased its Bristol-Myers Squibb (BMY) stake by 5.9% in Q2 2017, buying an estimated $72.3K and bringing the position to 23,928 shares worth $1.33M. The position accounts for 0.3% of the portfolio, ranked #89.

WFG Advisors first reported a position in BMY in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.58M in Q4 2015. 1,594 funds tracked by Wall St. Rank hold BMY as of Q2 2017.

WFG Advisors held 23,928 shares of Bristol-Myers Squibb worth $1.33M as of Q2 2017.
WFG Advisors bought 1,328 Bristol-Myers Squibb shares in Q2 2017, an estimated $72.3K.
Bristol-Myers Squibb made up 0.3% of WFG Advisors's portfolio in Q2 2017, its #89 holding.
WFG Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Bristol-Myers Squibb position peaked at $1.58M in Q4 2015.
1,594 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.