GWM
BMS

Greenwich Wealth Management’s Bemis BMS Stock Holding History

Greenwich Wealth 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
2019
Q1 		– Sell
-15,805
Closed -$725K – 194
2018
Q4 		$725K Sell
15,805
-2,264
-13% -$106K 0.14% 96
2018
Q3 		$878K Buy
18,069
+2,594
+17% +$123K 0.15% 93
2018
Q2 		$653K Sell
15,475
-1,393
-8% -$60.1K 0.12% 99
2018
Q1 		$734K Sell
16,868
-62
-0.4% -$2.83K 0.12% 92
2017
Q4 		$809K Buy
16,930
+274
+2% +$12.7K 0.14% 91
2017
Q3 		$759K Buy
16,656
+114
+0.7% +$5.09K 0.13% 92
2017
Q2 		$765K Buy
16,542
+114
+0.7% +$5.25K 0.13% 91
2017
Q1 		$803K Buy
16,428
+20
+0.1% +$985 0.11% 87
2016
Q4 		$785K Buy
16,408
+323
+2% +$15.9K 0.1% 101
2016
Q3 		$820K Sell
16,085
-986
-6% -$50.8K 0.15% 98
2016
Q2 		$879K Sell
17,071
-375
-2% -$18.9K 0.21% 92
2016
Q1 		$903K Sell
17,446
-180
-1% -$8.68K 0.23% 87
2015
Q4 		$788K Sell
17,626
-3,041
-15% -$136K 0.19% 89
2015
Q3 		$818K Hold
20,667
– – 0.2% 103
2015
Q2 		$930K Hold
20,667
– – 0.12% 110
2015
Q1 		$957K Buy
20,667
+3,627
+21% +$168K 0.11% 107
2014
Q4 		$770K Sell
17,040
-5,725
-25% -$231K 0.05% 112
2014
Q3 		$866K Buy
22,765
+11,815
+108% +$470K 0.06% 110
2014
Q2 		$445K Hold
10,950
– – 0.03% 127
2014
Q1 		$430K Buy
10,950
+4,000
+58% +$156K 0.03% 125
2013
Q4 		$285K Buy
6,950
+100
+1% +$3.93K 0.03% 142
2013
Q3 		$267K Sell
6,850
-1,200
-15% -$48.6K 0.02% 140
2013
Q2 		$315K Buy
+8,050
New +$319K 0.02% 120

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
BCIM
Burford Capital Investment Management Chicago, Illinois $6.17M AUM 38.81% 1-Year Est. Return

Greenwich Wealth Management's BMS Position: Q1 2019 in Review

Greenwich Wealth Management sold out of Bemis (BMS) in Q1 2019, closing a stake of 15,805 shares — an estimated $725K sold.

Greenwich Wealth Management first reported a position in BMS in Q2 2013 and held it in 23 quarters. The position peaked at $957K in Q1 2015. 344 funds tracked by Wall St. Rank hold BMS as of Q1 2019.

  • Greenwich Wealth Management reported no remaining Bemis position as of Q1 2019 after selling out during the quarter.
  • Greenwich Wealth Management sold 15,805 Bemis shares in Q1 2019, an estimated $725K.
  • Greenwich Wealth Management first reported a position in Bemis in Q2 2013 and held it in 23 quarters.
  • Greenwich Wealth Management's Bemis position peaked at $957K in Q1 2015.
  • 344 funds tracked by Wall St. Rank held Bemis as of Q1 2019.

Based on Greenwich Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.