FPFS
BMS

First Personal Financial Services’s Bemis BMS Stock Holding History

First Personal Financial Services’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
-1,975
Closed -$94K – 957
2016
Q4 		$94K Hold
1,975
– – 0.02% 290
2016
Q3 		$101K Hold
1,975
– – 0.03% 207
2016
Q2 		$102K Hold
1,975
– – 0.03% 199
2016
Q1 		$102K Hold
1,975
– – 0.05% 141
2015
Q4 		$88K Hold
1,975
– – 0.05% 149
2015
Q3 		$79K Hold
1,975
– – 0.05% 144
2015
Q2 		$89K Hold
1,975
– – 0.05% 142
2015
Q1 		$92K Hold
1,975
– – 0.06% 137
2014
Q4 		$89K Buy
+1,975
New +$79.6K 0.05% 134

Other funds holding BMS

BlackRock
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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

First Personal Financial Services's BMS Position: Q1 2017 in Review

First Personal Financial Services sold out of Bemis (BMS) in Q1 2017, closing a stake of 1,975 shares — an estimated $94K sold.

First Personal Financial Services first reported a position in BMS in Q4 2014 and held it in 9 quarters. The position peaked at $102K in Q2 2016. 326 funds tracked by Wall St. Rank hold BMS as of Q1 2017.

  • First Personal Financial Services reported no remaining Bemis position as of Q1 2017 after selling out during the quarter.
  • First Personal Financial Services sold 1,975 Bemis shares in Q1 2017, an estimated $94K.
  • First Personal Financial Services first reported a position in Bemis in Q4 2014 and held it in 9 quarters.
  • First Personal Financial Services's Bemis position peaked at $102K in Q2 2016.
  • 326 funds tracked by Wall St. Rank held Bemis as of Q1 2017.

Based on First Personal Financial Services's 13F filing for Q1 2017, filed 5 May 2017.