FIM
BMS

Friedberg Investment Management’s Bemis BMS Stock Holding History

Friedberg Investment 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
2016
Q4 		– Sell
-37,630
Closed -$1.92M – 107
2016
Q3 		$1.92M Sell
37,630
-1,700
-4% -$87.5K 0.83% 47
2016
Q2 		$2.02M Sell
39,330
-250
-0.6% -$12.6K 0.96% 41
2016
Q1 		$2.05M Buy
39,580
+9,330
+31% +$450K 1.02% 39
2015
Q4 		$1.35M Buy
+30,250
New +$1.35M 0.66% 57

Other funds holding BMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Friedberg Investment Management's BMS Position: Q4 2016 in Review

Friedberg Investment Management sold out of Bemis (BMS) in Q4 2016, closing a stake of 37,630 shares — an estimated $1.92M sold.

Friedberg Investment Management first reported a position in BMS in Q4 2015 and held it in 4 quarters. The position peaked at $2.05M in Q1 2016. 361 funds tracked by Wall St. Rank hold BMS as of Q4 2016.

  • Friedberg Investment Management reported no remaining Bemis position as of Q4 2016 after selling out during the quarter.
  • Friedberg Investment Management sold 37,630 Bemis shares in Q4 2016, an estimated $1.92M.
  • Friedberg Investment Management first reported a position in Bemis in Q4 2015 and held it in 4 quarters.
  • Friedberg Investment Management's Bemis position peaked at $2.05M in Q1 2016.
  • 361 funds tracked by Wall St. Rank held Bemis as of Q4 2016.

Based on Friedberg Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.