B. Riley Wealth Advisors’s Bemis BMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,600
| Closed | -$589K | – | 852 |
|
|
2019
Q1 | $589K | Sell |
10,600
-19
| -0.2% | -$967 | 0.07% | 285 |
|
|
2018
Q4 | $488K | Sell |
10,619
-22,530
| -68% | -$1.05M | 0.07% | 305 |
|
|
2018
Q3 | $1.61M | Hold |
33,149
| – | – | 0.19% | 124 |
|
|
2018
Q2 | $1.4M | Hold |
33,149
| – | – | 0.18% | 135 |
|
|
2018
Q1 | $1.44M | Buy |
33,149
+22,720
| +218% | +$1.04M | 0.2% | 121 |
|
|
2017
Q4 | $499K | Sell |
10,429
-403
| -4% | -$18.6K | 0.07% | 313 |
|
|
2017
Q3 | $494K | Buy |
10,832
+22
| +0.2% | +$982 | 0.08% | 265 |
|
|
2017
Q2 | $500K | Hold |
10,810
| – | – | 0.09% | 253 |
|
|
2017
Q1 | $529K | Hold |
10,810
| – | – | 0.11% | 226 |
|
|
2016
Q4 | $517K | Sell |
10,810
-1,034
| -9% | -$51K | 0.11% | 222 |
|
|
2016
Q3 | $605K | Buy |
11,844
+1,034
| +10% | +$53.2K | 0.12% | 212 |
|
|
2016
Q2 | $557K | Buy |
10,810
+1
| +0% | +$51 | 0.11% | 223 |
|
|
2016
Q1 | $560K | Sell |
10,809
-1
| -0% | -$48 | 0.13% | 198 |
|
|
2015
Q4 | $484K | Hold |
10,810
| – | – | 0.1% | 260 |
|
|
2015
Q3 | $428K | Buy |
10,810
+401
| +4% | +$17.6K | 0.1% | 262 |
|
|
2015
Q2 | $469K | Buy |
10,409
+9
| +0.1% | +$412 | 0.12% | 223 |
|
|
2015
Q1 | $482K | Buy |
10,400
+9,767
| +1,543% | +$453K | 0.12% | 234 |
|
|
2014
Q4 | $4.91K | Buy |
+633
| New | +$25.5K | 0.1% | 250 |
|
|
2014
Q3 | – | Sell |
-400
| Closed | -$16.3K | – | 2166 |
|
|
2014
Q2 | $16.3K | Buy |
+400
| New | +$16.3K | ﹤0.01% | 1557 |
|
Other funds holding BMS
B. Riley Wealth Advisors's BMS Position: Q2 2019 in Review
B. Riley Wealth Advisors sold out of Bemis (BMS) in Q2 2019, closing a stake of 10,600 shares — an estimated $589K sold.
B. Riley Wealth Advisors first reported a position in BMS in Q2 2014 and held it in 19 quarters. The position peaked at $1.61M in Q3 2018. 2 funds tracked by Wall St. Rank hold BMS as of Q2 2019.
- B. Riley Wealth Advisors reported no remaining Bemis position as of Q2 2019 after selling out during the quarter.
- B. Riley Wealth Advisors sold 10,600 Bemis shares in Q2 2019, an estimated $589K.
- B. Riley Wealth Advisors first reported a position in Bemis in Q2 2014 and held it in 19 quarters.
- B. Riley Wealth Advisors's Bemis position peaked at $1.61M in Q3 2018.
- 2 funds tracked by Wall St. Rank held Bemis as of Q2 2019.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.