BRWM
BMS

B. Riley Wealth Management’s Bemis BMS Stock Holding History

B. Riley 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
2014
Q4 		– Sell
-600
Closed -$22K – 1130
2014
Q3 		$22K Sell
600
-200
-25% -$7.96K 0.02% 585
2014
Q2 		$32K Hold
800
– – 0.02% 555
2014
Q1 		$31K Buy
+800
New +$31.2K 0.02% 547

Other funds holding BMS

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B. Riley Wealth Management's BMS Position: Q4 2014 in Review

B. Riley Wealth Management sold out of Bemis (BMS) in Q4 2014, closing a stake of 600 shares — an estimated $22K sold.

B. Riley Wealth Management first reported a position in BMS in Q1 2014 and held it in 3 quarters. The position peaked at $32K in Q2 2014. 330 funds tracked by Wall St. Rank hold BMS as of Q4 2014.

  • B. Riley Wealth Management reported no remaining Bemis position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 600 Bemis shares in Q4 2014, an estimated $22K.
  • B. Riley Wealth Management first reported a position in Bemis in Q1 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's Bemis position peaked at $32K in Q2 2014.
  • 330 funds tracked by Wall St. Rank held Bemis as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.