IA
BMS

IFP Advisors’s Bemis BMS Stock Holding History

IFP Advisors’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 		$16K Sell
293
-31
-10% -$1.58K ﹤0.01% 1436
2018
Q4 		$15K Sell
324
-90
-22% -$4.2K ﹤0.01% 2314
2018
Q3 		$20K Sell
414
-80
-16% -$3.78K ﹤0.01% 2467
2018
Q2 		$21K Buy
494
+374
+312% +$16.1K ﹤0.01% 2454
2018
Q1 		$6K Hold
120
– – ﹤0.01% 3121
2017
Q4 		$6K Hold
120
– – ﹤0.01% 3168
2017
Q3 		$5K Buy
120
+89
+287% +$3.97K ﹤0.01% 3446
2017
Q2 		$1K Sell
31
-94
-75% -$4.33K ﹤0.01% 4012
2017
Q1 		$6K Hold
125
– – ﹤0.01% 3243
2016
Q4 		$6K Buy
125
+16
+15% +$789 ﹤0.01% 3241
2016
Q3 		$6K Buy
109
+78
+252% +$4.02K ﹤0.01% 3179
2016
Q2 		$2K Sell
31
-262
-89% -$13.2K ﹤0.01% 3542
2016
Q1 		$16K Buy
293
+162
+124% +$7.81K ﹤0.01% 1436
2015
Q4 		$6K Buy
+131
New +$5.85K ﹤0.01% 2908

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

IFP Advisors's BMS Position: Q1 2019 in Review

IFP Advisors reduced its Bemis (BMS) stake by 9.6% in Q1 2019, selling an estimated $1.58K and leaving 293 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

IFP Advisors first reported a position in BMS in Q4 2015 and has held it in 14 quarters since. The position peaked at $21K in Q2 2018. 344 funds tracked by Wall St. Rank hold BMS as of Q1 2019.

  • IFP Advisors held 293 shares of Bemis worth $16K as of Q1 2019.
  • IFP Advisors sold 31 Bemis shares in Q1 2019, an estimated $1.58K.
  • Bemis made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #1436 holding.
  • IFP Advisors first reported a position in Bemis in Q4 2015 and has held it in 14 quarters since.
  • IFP Advisors's Bemis position peaked at $21K in Q2 2018.
  • 344 funds tracked by Wall St. Rank held Bemis as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.