Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-8,848
Closed -$491K 466
2019
Q1
$491K Sell
8,848
-3,403
-28% -$173K 0.03% 325
2018
Q4
$562K Sell
12,251
-924
-7% -$43.1K 0.04% 296
2018
Q3
$640K Sell
13,175
-1,653
-11% -$78.1K 0.04% 299
2018
Q2
$626K Sell
14,828
-1,270
-8% -$54.8K 0.04% 295
2018
Q1
$701K Sell
16,098
-120
-0.7% -$5.47K 0.04% 265
2017
Q4
$775K Buy
16,218
+860
+6% +$39.8K 0.04% 265
2017
Q3
$696K Buy
15,358
+4,450
+41% +$199K 0.05% 257
2017
Q2
$512K Buy
10,908
+6,548
+150% +$301K 0.03% 274
2017
Q1
$213K Buy
+4,360
New +$215K 0.01% 369

Other funds holding BMS

Burney Company's BMS Position: Q2 2019 in Review

Burney Company sold out of Bemis (BMS) in Q2 2019, closing a stake of 8,848 shares — an estimated $491K sold.

Burney Company first reported a position in BMS in Q1 2017 and held it in 9 quarters. The position peaked at $775K in Q4 2017. 2 funds tracked by Wall St. Rank hold BMS as of Q2 2019.

  • Burney Company reported no remaining Bemis position as of Q2 2019 after selling out during the quarter.
  • Burney Company sold 8,848 Bemis shares in Q2 2019, an estimated $491K.
  • Burney Company first reported a position in Bemis in Q1 2017 and held it in 9 quarters.
  • Burney Company's Bemis position peaked at $775K in Q4 2017.
  • 2 funds tracked by Wall St. Rank held Bemis as of Q2 2019.

Based on Burney Company's 13F filing for Q2 2019, filed 12 Aug 2019.