Carson Wealth (CWM LLC)
BMS

Carson Wealth (CWM LLC)’s Bemis BMS Stock Holding History

Carson Wealth (CWM LLC)’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
2018
Q4 		– Sell
-25
Closed -$1K – 2340
2018
Q3 		$1K Buy
+25
New +$1.18K ﹤0.01% 1807
2017
Q2 		– Sell
-50
Closed -$2K – 1364
2017
Q1 		$2K Hold
50
– – ﹤0.01% 1022
2016
Q4 		$2K Hold
50
– – ﹤0.01% 1021
2016
Q3 		$3K Sell
50
-251
-83% -$12.9K ﹤0.01% 899
2016
Q2 		$15K Buy
+301
New +$15.2K ﹤0.01% 507

Other funds holding BMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BCIM
Burford Capital Investment Management Chicago, Illinois $6.17M AUM 38.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carson Wealth (CWM LLC)'s BMS Position: Q4 2018 in Review

Carson Wealth (CWM LLC) sold out of Bemis (BMS) in Q4 2018, closing a stake of 25 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in BMS in Q2 2016 and held it in 5 quarters. The position peaked at $15K in Q2 2016. 319 funds tracked by Wall St. Rank hold BMS as of Q4 2018.

  • Carson Wealth (CWM LLC) reported no remaining Bemis position as of Q4 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 25 Bemis shares in Q4 2018, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Bemis in Q2 2016 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Bemis position peaked at $15K in Q2 2016.
  • 319 funds tracked by Wall St. Rank held Bemis as of Q4 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2018, filed 25 Jan 2019.