EW
BMS

Emerson Wealth’s Bemis BMS Stock Holding History

Emerson Wealth’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
-15,337
Closed -$851K – 35
2019
Q1 		$851K Buy
15,337
+597
+4% +$30.4K 0.65% 13
2018
Q4 		$677K Buy
+14,740
New +$687K 0.65% 14

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

Emerson Wealth's BMS Position: Q2 2019 in Review

Emerson Wealth sold out of Bemis (BMS) in Q2 2019, closing a stake of 15,337 shares — an estimated $851K sold.

Emerson Wealth first reported a position in BMS in Q4 2018 and held it in 2 quarters. The position peaked at $851K in Q1 2019. 2 funds tracked by Wall St. Rank hold BMS as of Q2 2019.

  • Emerson Wealth reported no remaining Bemis position as of Q2 2019 after selling out during the quarter.
  • Emerson Wealth sold 15,337 Bemis shares in Q2 2019, an estimated $851K.
  • Emerson Wealth first reported a position in Bemis in Q4 2018 and held it in 2 quarters.
  • Emerson Wealth's Bemis position peaked at $851K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Bemis as of Q2 2019.

Based on Emerson Wealth's 13F filing for Q2 2019, filed 27 Sep 2019.