AAS
BMS

Avantax Advisory Services’s Bemis BMS Stock Holding History

Avantax Advisory Services’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
2019
Q2 		– Sell
-6,916
Closed -$384K – 551
2019
Q1 		$384K Buy
6,916
+1,603
+30% +$81.5K 0.02% 310
2018
Q4 		$243K Buy
+5,313
New +$248K 0.04% 343

Other funds holding BMS

CA
Cullinan Associates Louisville, Kentucky $1.24B AUM 28.12% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Avantax Advisory Services's BMS Position: Q2 2019 in Review

Avantax Advisory Services sold out of Bemis (BMS) in Q2 2019, closing a stake of 6,916 shares — an estimated $384K sold.

Avantax Advisory Services first reported a position in BMS in Q4 2018 and held it in 2 quarters. The position peaked at $384K in Q1 2019. 2 funds tracked by Wall St. Rank hold BMS as of Q2 2019.

  • Avantax Advisory Services reported no remaining Bemis position as of Q2 2019 after selling out during the quarter.
  • Avantax Advisory Services sold 6,916 Bemis shares in Q2 2019, an estimated $384K.
  • Avantax Advisory Services first reported a position in Bemis in Q4 2018 and held it in 2 quarters.
  • Avantax Advisory Services's Bemis position peaked at $384K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Bemis as of Q2 2019.

Based on Avantax Advisory Services's 13F filing for Q2 2019, filed 6 Aug 2019.