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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-200
Closed -$5K 1673
2015
Q1
$5K Sell
200
-1,000
-83% -$62.6K ﹤0.01% 1350
2014
Q4
$24K Hold
1,200
﹤0.01% 1152
2014
Q3
$15K Buy
+1,200
New +$59.9K ﹤0.01% 1365

Other funds holding BMY

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.