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

WP 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	-350	Closed	-$22K	–	89
2018 Q3	$22K	Buy	350 +3	+0.9%	+$178	0.02%	176
2018 Q2	$19K	Buy	+347	New	+$18.7K	0.02%	194

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

WP Advisors's BMY Position: Q4 2018 in Review

WP Advisors sold out of Bristol-Myers Squibb (BMY) in Q4 2018, closing a stake of 350 shares — an estimated $22K sold.

WP Advisors first reported a position in BMY in Q2 2018 and held it in 2 quarters. The position peaked at $22K in Q3 2018. 1,765 funds tracked by Wall St. Rank hold BMY as of Q4 2018.

WP Advisors reported no remaining Bristol-Myers Squibb position as of Q4 2018 after selling out during the quarter.
WP Advisors sold 350 Bristol-Myers Squibb shares in Q4 2018, an estimated $22K.
WP Advisors first reported a position in Bristol-Myers Squibb in Q2 2018 and held it in 2 quarters.
WP Advisors's Bristol-Myers Squibb position peaked at $22K in Q3 2018.
1,765 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q4 2018.

Based on WP Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.