DWM
BMS

Doyle Wealth Management’s Bemis BMS Stock Holding History

Doyle 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
2019
Q1 		– Sell
-341
Closed -$16K – 849
2018
Q4 		$16K Buy
+341
New +$15.9K ﹤0.01% 553

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
BCIM
Burford Capital Investment Management Chicago, Illinois $6.17M AUM 38.81% 1-Year Est. Return

Doyle Wealth Management's BMS Position: Q1 2019 in Review

Doyle Wealth Management sold out of Bemis (BMS) in Q1 2019, closing a stake of 341 shares — an estimated $16K sold.

Doyle Wealth Management first reported a position in BMS in Q4 2018 and held it in 1 quarter. The position peaked at $16K in Q4 2018. 344 funds tracked by Wall St. Rank hold BMS as of Q1 2019.

  • Doyle Wealth Management reported no remaining Bemis position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 341 Bemis shares in Q1 2019, an estimated $16K.
  • Doyle Wealth Management first reported a position in Bemis in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's Bemis position peaked at $16K in Q4 2018.
  • 344 funds tracked by Wall St. Rank held Bemis as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.