CAPTRUST Financial Advisors
BMS

CAPTRUST Financial Advisors’s Bemis BMS Stock Holding History

CAPTRUST Financial Advisors’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
-330
Closed -$18K – 2063
2019
Q1 		$18K Buy
+330
New +$16.8K ﹤0.01% 1202

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

CAPTRUST Financial Advisors's BMS Position: Q2 2019 in Review

CAPTRUST Financial Advisors sold out of Bemis (BMS) in Q2 2019, closing a stake of 330 shares — an estimated $18K sold.

CAPTRUST Financial Advisors first reported a position in BMS in Q1 2019 and held it in 1 quarter. The position peaked at $18K in Q1 2019. 2 funds tracked by Wall St. Rank hold BMS as of Q2 2019.

  • CAPTRUST Financial Advisors reported no remaining Bemis position as of Q2 2019 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 330 Bemis shares in Q2 2019, an estimated $18K.
  • CAPTRUST Financial Advisors first reported a position in Bemis in Q1 2019 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Bemis position peaked at $18K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Bemis as of Q2 2019.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.