EWM
BMS

Evercore Wealth Management’s Bemis BMS Stock Holding History

Evercore 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
2017
Q1 		– Sell
-1,750
Closed -$84K – 1060
2016
Q4 		$84K Buy
+1,750
New +$86.3K ﹤0.01% 529
2015
Q3 		– Sell
-171
Closed -$8K – 1081
2015
Q2 		$8K Buy
+171
New +$7.82K ﹤0.01% 953

Other funds holding BMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evercore Wealth Management's BMS Position: Q1 2017 in Review

Evercore Wealth Management sold out of Bemis (BMS) in Q1 2017, closing a stake of 1,750 shares — an estimated $84K sold.

Evercore Wealth Management first reported a position in BMS in Q2 2015 and held it in 2 quarters. The position peaked at $84K in Q4 2016. 326 funds tracked by Wall St. Rank hold BMS as of Q1 2017.

  • Evercore Wealth Management reported no remaining Bemis position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 1,750 Bemis shares in Q1 2017, an estimated $84K.
  • Evercore Wealth Management first reported a position in Bemis in Q2 2015 and held it in 2 quarters.
  • Evercore Wealth Management's Bemis position peaked at $84K in Q4 2016.
  • 326 funds tracked by Wall St. Rank held Bemis as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.