Financial Engines Advisors
BMS

Financial Engines Advisors’s Bemis BMS Stock Holding History

Financial Engines Advisors’s Portfolio BMS Stock Details BMS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-53,717
Closed -$2.98M – 107
2019
Q1 		$2.98M Sell
53,717
-6,622
-11% -$367K 0.02% 60
2018
Q4 		$2.77M Sell
60,339
-19,608
-25% -$900K 0.02% 60
2018
Q3 		$3.89M Buy
79,947
+24,940
+45% +$1.21M 0.07% 29
2018
Q2 		$2.32M Sell
55,007
-5,286
-9% -$223K 0.06% 34
2018
Q1 		$2.62M Sell
60,293
-6,117
-9% -$266K 0.08% 32
2017
Q4 		$3.17M Sell
66,410
-4,345
-6% -$208K 0.09% 27
2017
Q3 		$3.22M Sell
70,755
-5,149
-7% -$235K 0.11% 27
2017
Q2 		$3.51M Sell
75,904
-6,216
-8% -$288K 0.16% 23
2017
Q1 		$4.01M Sell
82,120
-5,401
-6% -$264K 0.19% 19
2016
Q4 		$4.19M Sell
87,521
-24,769
-22% -$1.18M 0.21% 22
2016
Q3 		$5.73M Buy
112,290
+21,870
+24% +$1.12M 4.57% 8
2016
Q2 		$4.66M Sell
90,420
-12,515
-12% -$644K 3.91% 8
2016
Q1 		$5.33M Sell
102,935
-3,245
-3% -$168K 4.42% 8
2015
Q4 		$4.75M Buy
106,180
+7,512
+8% +$336K 3.79% 8
2015
Q3 		$3.9M Sell
98,668
-14,425
-13% -$571K 2.74% 12
2015
Q2 		$5.09M Buy
113,093
+31,348
+38% +$1.41M 3.02% 9
2015
Q1 		$3.7M Sell
81,745
-9,263
-10% -$419K 3.14% 8
2014
Q4 		$4.11M Buy
91,008
+3,261
+4% +$147K 3.51% 7
2014
Q3 		$3.34M Sell
87,747
-1,143
-1% -$43.5K 2.57% 13
2014
Q2 		$3.61M Buy
88,890
+15,845
+22% +$644K 3.1% 9
2014
Q1 		$2.87M Sell
73,045
-3,355
-4% -$132K 2.34% 14
2013
Q4 		$3.13M Buy
76,400
+12,007
+19% +$492K 2.6% 13
2013
Q3 		$2.51M Sell
64,393
-2,898
-4% -$113K 2.09% 14
2013
Q2 		$2.63M Buy
+67,291
New +$2.63M 2.26% 13