ECM
BMS

Evergreen Capital Management’s Bemis BMS Stock Holding History

Evergreen Capital 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
-42,743
Closed -$2.08M – 423
2018
Q3 		$2.08M Buy
42,743
+93
+0.2% +$4.4K 0.18% 112
2018
Q2 		$1.8M Hold
42,650
– – 0.17% 115
2018
Q1 		$1.86M Hold
42,650
– – 0.18% 112
2017
Q4 		$2.04M Buy
42,650
+1,450
+4% +$67K 0.21% 105
2017
Q3 		$1.88M Buy
+41,200
New +$1.84M 0.22% 94

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
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
CS
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
Norges Bank Oslo, Norway $935B AUM

Evergreen Capital Management's BMS Position: Q4 2018 in Review

Evergreen Capital Management sold out of Bemis (BMS) in Q4 2018, closing a stake of 42,743 shares — an estimated $2.08M sold.

Evergreen Capital Management first reported a position in BMS in Q3 2017 and held it in 5 quarters. The position peaked at $2.08M in Q3 2018. 319 funds tracked by Wall St. Rank hold BMS as of Q4 2018.

  • Evergreen Capital Management reported no remaining Bemis position as of Q4 2018 after selling out during the quarter.
  • Evergreen Capital Management sold 42,743 Bemis shares in Q4 2018, an estimated $2.08M.
  • Evergreen Capital Management first reported a position in Bemis in Q3 2017 and held it in 5 quarters.
  • Evergreen Capital Management's Bemis position peaked at $2.08M in Q3 2018.
  • 319 funds tracked by Wall St. Rank held Bemis as of Q4 2018.

Based on Evergreen Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.