Destination Wealth Management’s Bemis BMS Stock Holding History

Destination 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
2018 Q4	–	Sell	-198	Closed	-$10K	–	745
2018 Q3	$10K	Buy	+198	New	+$9.36K	﹤0.01%	465

Other funds holding BMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

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 Oslo, Norway $935B AUM

Destination Wealth Management's BMS Position: Q4 2018 in Review

Destination Wealth Management sold out of Bemis (BMS) in Q4 2018, closing a stake of 198 shares — an estimated $10K sold.

Destination Wealth Management first reported a position in BMS in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 319 funds tracked by Wall St. Rank hold BMS as of Q4 2018.

Destination Wealth Management reported no remaining Bemis position as of Q4 2018 after selling out during the quarter.
Destination Wealth Management sold 198 Bemis shares in Q4 2018, an estimated $10K.
Destination Wealth Management first reported a position in Bemis in Q3 2018 and held it in 1 quarter.
Destination Wealth Management's Bemis position peaked at $10K in Q3 2018.
319 funds tracked by Wall St. Rank held Bemis as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.