IWMPD
BMS

Integrated Wealth Management (Palm Desert)’s Bemis BMS Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q2 		– Sell
-23
Closed -$1K – 1517
2015
Q1 		$1K Buy
+23
New +$1.07K ﹤0.01% 1244

Other funds holding BMS

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 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BMS Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Bemis (BMS) in Q2 2015, closing a stake of 23 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BMS in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 342 funds tracked by Wall St. Rank hold BMS as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Bemis position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 23 Bemis shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Bemis in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Bemis position peaked at $1K in Q1 2015.
  • 342 funds tracked by Wall St. Rank held Bemis as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.