AWM
BMS

Aevitas Wealth Management’s Bemis BMS Stock Holding History

Aevitas Wealth Management’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
2018
Q4 		– Sell
-300
Closed -$15K – 472
2018
Q3 		$15K Hold
300
– – 0.01% 315
2018
Q2 		$13K Hold
300
– – 0.01% 309
2018
Q1 		$13K Hold
300
– – 0.01% 302
2017
Q4 		$14K Buy
+300
New +$13.9K 0.01% 292

Other funds holding BMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BCIM
Burford Capital Investment Management Chicago, Illinois $6.17M AUM 38.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Aevitas Wealth Management's BMS Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Bemis (BMS) in Q4 2018, closing a stake of 300 shares — an estimated $15K sold.

Aevitas Wealth Management first reported a position in BMS in Q4 2017 and held it in 4 quarters. The position peaked at $15K in Q3 2018. 319 funds tracked by Wall St. Rank hold BMS as of Q4 2018.

  • Aevitas Wealth Management reported no remaining Bemis position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 300 Bemis shares in Q4 2018, an estimated $15K.
  • Aevitas Wealth Management first reported a position in Bemis in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's Bemis position peaked at $15K in Q3 2018.
  • 319 funds tracked by Wall St. Rank held Bemis as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.