GIS
BMS

Guardian Investor Services’s Bemis BMS Stock Holding History

Guardian Investor 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
2014
Q4 		– Sell
-716
Closed -$27K – 503
2014
Q3 		$27K Sell
716
-57
-7% -$2.27K 0.02% 498
2014
Q2 		$31K Sell
773
-40
-5% -$1.63K 0.02% 488
2014
Q1 		$32K Sell
813
-24
-3% -$936 0.02% 485
2013
Q4 		$34K Hold
837
– – 0.03% 478
2013
Q3 		$33K Hold
837
– – 0.03% 475
2013
Q2 		$33K Buy
+837
New +$33.2K 0.03% 464

Other funds holding BMS

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guardian Investor Services's BMS Position: Q4 2014 in Review

Guardian Investor Services sold out of Bemis (BMS) in Q4 2014, closing a stake of 716 shares — an estimated $27K sold.

Guardian Investor Services first reported a position in BMS in Q2 2013 and held it in 6 quarters. The position peaked at $34K in Q4 2013. 330 funds tracked by Wall St. Rank hold BMS as of Q4 2014.

  • Guardian Investor Services reported no remaining Bemis position as of Q4 2014 after selling out during the quarter.
  • Guardian Investor Services sold 716 Bemis shares in Q4 2014, an estimated $27K.
  • Guardian Investor Services first reported a position in Bemis in Q2 2013 and held it in 6 quarters.
  • Guardian Investor Services's Bemis position peaked at $34K in Q4 2013.
  • 330 funds tracked by Wall St. Rank held Bemis as of Q4 2014.

Based on Guardian Investor Services's 13F filing for Q4 2014, filed 12 Feb 2015.