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WA
Winfield Associates’s
Bristol-Myers Squibb
BMY
Stock Holding History
Winfield Associates’s Portfolio
BMY Stock Details
BMY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q1
–
Sell
-410
Closed
-$26K
–
184
2017
Q4
$26K
Hold
410
–
–
0.01%
266
2017
Q3
$26K
Hold
410
–
–
0.01%
256
2017
Q2
$23K
Buy
410
+120
+41%
+$6.53K
0.01%
265
2017
Q1
$15K
Sell
290
-195
-40%
-$10.7K
0.01%
311
2016
Q4
$28K
Sell
485
-115
-19%
-$6.29K
0.02%
225
2016
Q3
$32K
Sell
600
-330
-35%
-$21.2K
0.02%
209
2016
Q2
$68K
Buy
930
+290
+45%
+$20.5K
0.04%
154
2016
Q1
$41K
Sell
640
-170
-21%
-$10.7K
0.03%
187
2015
Q4
$56K
Hold
810
–
–
0.04%
149
2015
Q3
$48K
Hold
810
–
–
0.04%
161
2015
Q2
$54K
Hold
810
–
–
0.04%
158
2015
Q1
$52K
Buy
810
+310
+62%
+$19.4K
0.04%
160
2014
Q4
$30K
Hold
500
–
–
0.02%
183
2014
Q3
$26K
Hold
500
–
–
0.02%
187
2014
Q2
$24K
Hold
500
–
–
0.02%
204
2014
Q1
$26K
Buy
+500
New
+$26.6K
0.02%
186
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1-Year Est. Return
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$757B AUM
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1-Year Est. Return
JP Morgan Chase
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$1.56T AUM
27.86%
1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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