Financial Engines Advisors’s Bemis BMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | 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% | -$337K | 0.02% | 60 |
|
|
2018
Q4 | $2.77M | Sell |
60,339
-19,608
| -25% | -$914K | 0.02% | 60 |
|
|
2018
Q3 | $3.88M | Buy |
79,947
+24,940
| +45% | +$1.18M | 0.07% | 29 |
|
|
2018
Q2 | $2.32M | Sell |
55,007
-5,286
| -9% | -$228K | 0.06% | 34 |
|
|
2018
Q1 | $2.62M | Sell |
60,293
-6,117
| -9% | -$279K | 0.08% | 32 |
|
|
2017
Q4 | $3.17M | Sell |
66,410
-4,345
| -6% | -$201K | 0.09% | 27 |
|
|
2017
Q3 | $3.22M | Sell |
70,755
-5,149
| -7% | -$230K | 0.11% | 27 |
|
|
2017
Q2 | $3.51M | Sell |
75,904
-6,216
| -8% | -$286K | 0.16% | 23 |
|
|
2017
Q1 | $4.01M | Sell |
82,120
-5,401
| -6% | -$266K | 0.19% | 19 |
|
|
2016
Q4 | $4.18M | Sell |
87,521
-24,769
| -22% | -$1.22M | 0.21% | 22 |
|
|
2016
Q3 | $5.73M | Buy |
112,290
+21,870
| +24% | +$1.13M | 4.57% | 8 |
|
|
2016
Q2 | $4.66M | Sell |
90,420
-12,515
| -12% | -$632K | 3.91% | 8 |
|
|
2016
Q1 | $5.33M | Sell |
102,935
-3,245
| -3% | -$156K | 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% | -$633K | 2.74% | 12 |
|
|
2015
Q2 | $5.09M | Buy |
113,093
+31,348
| +38% | +$1.43M | 3.02% | 9 |
|
|
2015
Q1 | $3.7M | Sell |
81,745
-9,263
| -10% | -$430K | 3.14% | 8 |
|
|
2014
Q4 | $4.11M | Buy |
91,008
+3,261
| +4% | +$131K | 3.51% | 7 |
|
|
2014
Q3 | $3.34M | Sell |
87,747
-1,143
| -1% | -$45.5K | 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% | -$131K | 2.34% | 14 |
|
|
2013
Q4 | $3.13M | Buy |
76,400
+12,007
| +19% | +$472K | 2.6% | 13 |
|
|
2013
Q3 | $2.51M | Sell |
64,393
-2,898
| -4% | -$117K | 2.09% | 14 |
|
|
2013
Q2 | $2.63M | Buy |
+67,291
| New | +$2.67M | 2.26% | 13 |
|
Other funds holding BMS
Financial Engines Advisors's BMS Position: Q2 2019 in Review
Financial Engines Advisors sold out of Bemis (BMS) in Q2 2019, closing a stake of 53,717 shares — an estimated $2.98M sold.
Financial Engines Advisors first reported a position in BMS in Q2 2013 and held it in 24 quarters. The position peaked at $5.73M in Q3 2016. 2 funds tracked by Wall St. Rank hold BMS as of Q2 2019.
- Financial Engines Advisors reported no remaining Bemis position as of Q2 2019 after selling out during the quarter.
- Financial Engines Advisors sold 53,717 Bemis shares in Q2 2019, an estimated $2.98M.
- Financial Engines Advisors first reported a position in Bemis in Q2 2013 and held it in 24 quarters.
- Financial Engines Advisors's Bemis position peaked at $5.73M in Q3 2016.
- 2 funds tracked by Wall St. Rank held Bemis as of Q2 2019.
Based on Financial Engines Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.