Institutional & Family Asset Management’s Bemis BMS Stock Holding History

Institutional & Family Asset 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 Q2	–	Sell	-4,307	Closed	-$239K	–	900
2019 Q1	$239K	Sell	4,307 -207	-5%	-$10.5K	0.05%	164
2018 Q4	$207K	Hold	4,514	–	–	0.05%	161
2018 Q3	$219K	Hold	4,514	–	–	0.04%	181
2018 Q2	$191K	Hold	4,514	–	–	0.04%	187
2018 Q1	$196K	Buy	+4,514	New	+$206K	0.04%	172

Other funds holding BMS

Cullinan Associates Louisville, Kentucky $1.32B AUM 30.92% 1-Year Est. Return

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Institutional & Family Asset Management's BMS Position: Q2 2019 in Review

Institutional & Family Asset Management sold out of Bemis (BMS) in Q2 2019, closing a stake of 4,307 shares — an estimated $239K sold.

Institutional & Family Asset Management first reported a position in BMS in Q1 2018 and held it in 5 quarters. The position peaked at $239K in Q1 2019. 2 funds tracked by Wall St. Rank hold BMS as of Q2 2019.

Institutional & Family Asset Management reported no remaining Bemis position as of Q2 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 4,307 Bemis shares in Q2 2019, an estimated $239K.
Institutional & Family Asset Management first reported a position in Bemis in Q1 2018 and held it in 5 quarters.
Institutional & Family Asset Management's Bemis position peaked at $239K in Q1 2019.
2 funds tracked by Wall St. Rank held Bemis as of Q2 2019.

Based on Institutional & Family Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.