EHWM
BMS

Eads & Heald Wealth Management’s Bemis BMS Stock Holding History

Eads & Heald 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
Q2 		– Sell
-16,321
Closed -$905K – 130
2019
Q1 		$905K Sell
16,321
-79
-0.5% -$4.02K 0.52% 82
2018
Q4 		$753K Buy
16,400
+20
+0.1% +$932 0.5% 83
2018
Q3 		$796K Sell
16,380
-6,831
-29% -$323K 0.46% 89
2018
Q2 		$980K Sell
23,211
-214
-0.9% -$9.23K 0.6% 76
2018
Q1 		$1.02M Sell
23,425
-4,085
-15% -$186K 0.65% 75
2017
Q4 		$1.31M Sell
27,510
-1,350
-5% -$62.4K 0.78% 65
2017
Q3 		$1.31M Buy
28,860
+930
+3% +$41.5K 0.82% 61
2017
Q2 		$1.29M Buy
27,930
+13,570
+94% +$625K 0.83% 59
2017
Q1 		$702K Sell
14,360
-800
-5% -$39.4K 0.45% 90
2016
Q4 		$725K Sell
15,160
-15
-0.1% -$740 0.49% 84
2016
Q3 		$774K Buy
15,175
+1,685
+12% +$86.8K 0.53% 82
2016
Q2 		$695K Buy
13,490
+400
+3% +$20.2K 0.48% 89
2016
Q1 		$678K Sell
13,090
-1,190
-8% -$57.3K 0.47% 88
2015
Q4 		$638K Sell
14,280
-60
-0.4% -$2.68K 0.44% 91
2015
Q3 		$567K Sell
14,340
-650
-4% -$28.5K 0.4% 97
2015
Q2 		$675K Sell
14,990
-95
-0.6% -$4.35K 0.44% 94
2015
Q1 		$699K Sell
15,085
-1,055
-7% -$49K 0.45% 91
2014
Q4 		$730K Sell
16,140
-360
-2% -$14.5K 0.46% 91
2014
Q3 		$627K Buy
16,500
+930
+6% +$37K 0.42% 94
2014
Q2 		$633K Buy
15,570
+1,280
+9% +$52K 0.42% 93
2014
Q1 		$561K Sell
14,290
-516
-3% -$20.1K 0.37% 94
2013
Q4 		$606K Sell
14,806
-620
-4% -$24.4K 0.4% 93
2013
Q3 		$602K Sell
15,426
-95
-0.6% -$3.85K 0.43% 92
2013
Q2 		$607K Buy
+15,521
New +$616K 0.43% 89

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

Eads & Heald Wealth Management's BMS Position: Q2 2019 in Review

Eads & Heald Wealth Management sold out of Bemis (BMS) in Q2 2019, closing a stake of 16,321 shares — an estimated $905K sold.

Eads & Heald Wealth Management first reported a position in BMS in Q2 2013 and held it in 24 quarters. The position peaked at $1.31M in Q4 2017. 2 funds tracked by Wall St. Rank hold BMS as of Q2 2019.

  • Eads & Heald Wealth Management reported no remaining Bemis position as of Q2 2019 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 16,321 Bemis shares in Q2 2019, an estimated $905K.
  • Eads & Heald Wealth Management first reported a position in Bemis in Q2 2013 and held it in 24 quarters.
  • Eads & Heald Wealth Management's Bemis position peaked at $1.31M in Q4 2017.
  • 2 funds tracked by Wall St. Rank held Bemis as of Q2 2019.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2019, filed 30 Jul 2019.