1834 Investment Advisors’s Bemis BMS Stock Holding History

1834 Investment Advisors’s Portfolio BMS Stock Details BMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-6,500	Closed	-$318K	–	192
2017 Q1	$318K	Hold	6,500	–	–	0.06%	154
2016 Q4	$311K	Hold	6,500	–	–	0.06%	147
2016 Q3	$332K	Hold	6,500	–	–	0.07%	136
2016 Q2	$335K	Hold	6,500	–	–	0.07%	144
2016 Q1	$337K	Hold	6,500	–	–	0.08%	139
2015 Q4	$290K	Hold	6,500	–	–	0.07%	152
2015 Q3	$257K	Hold	6,500	–	–	0.06%	170
2015 Q2	$293K	Hold	6,500	–	–	0.08%	135
2015 Q1	$301K	Hold	6,500	–	–	0.08%	137
2014 Q4	$294K	Hold	6,500	–	–	0.08%	133
2014 Q3	$247K	Hold	6,500	–	–	0.07%	145
2014 Q2	$264K	Hold	6,500	–	–	0.07%	142
2014 Q1	$255K	Hold	6,500	–	–	0.07%	133
2013 Q4	$266K	Hold	6,500	–	–	0.08%	136
2013 Q3	$254K	Hold	6,500	–	–	0.08%	134
2013 Q2	$254K	Buy	+6,500	New	+$258K	0.09%	135

Other funds holding BMS

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

1834 Investment Advisors's BMS Position: Q2 2017 in Review

1834 Investment Advisors sold out of Bemis (BMS) in Q2 2017, closing a stake of 6,500 shares — an estimated $318K sold.

1834 Investment Advisors first reported a position in BMS in Q2 2013 and held it in 16 quarters. The position peaked at $337K in Q1 2016. 326 funds tracked by Wall St. Rank hold BMS as of Q2 2017.

1834 Investment Advisors reported no remaining Bemis position as of Q2 2017 after selling out during the quarter.
1834 Investment Advisors sold 6,500 Bemis shares in Q2 2017, an estimated $318K.
1834 Investment Advisors first reported a position in Bemis in Q2 2013 and held it in 16 quarters.
1834 Investment Advisors's Bemis position peaked at $337K in Q1 2016.
326 funds tracked by Wall St. Rank held Bemis as of Q2 2017.

Based on 1834 Investment Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.