IHT Wealth Management’s Bemis BMS Stock Holding History

IHT 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
2018 Q2	–	Sell	-654	Closed	-$28K	–	1579
2018 Q1	$28K	Buy	654 +4	+0.6%	+$182	0.01%	871
2017 Q4	$32K	Buy	650 +4	+0.6%	+$185	0.01%	843
2017 Q3	$30K	Sell	646 -85	-12%	-$3.79K	0.01%	659
2017 Q2	$211	Buy	731 +5	+0.7%	+$230	0.1%	219
2017 Q1	$35K	Buy	726 +4	+0.6%	+$197	0.02%	518
2016 Q4	$35K	Buy	+722	New	+$35.6K	0.03%	477

Other funds holding BMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IHT Wealth Management's BMS Position: Q2 2018 in Review

IHT Wealth Management sold out of Bemis (BMS) in Q2 2018, closing a stake of 654 shares — an estimated $28K sold.

IHT Wealth Management first reported a position in BMS in Q4 2016 and held it in 6 quarters. The position peaked at $35K in Q1 2017. 334 funds tracked by Wall St. Rank hold BMS as of Q2 2018.

IHT Wealth Management reported no remaining Bemis position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 654 Bemis shares in Q2 2018, an estimated $28K.
IHT Wealth Management first reported a position in Bemis in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Bemis position peaked at $35K in Q1 2017.
334 funds tracked by Wall St. Rank held Bemis as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.