Israel Discount Bank of New York’s Bemis BMS Stock Holding History

Israel Discount Bank of New York’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
2017 Q3	–	Sell	-1,050	Closed	-$49K	–	441
2017 Q2	$49K	Sell	1,050 -75	-7%	-$3.45K	0.04%	254
2017 Q1	$55K	Sell	1,125 -25	-2%	-$1.23K	0.05%	226
2016 Q4	$55K	Buy	+1,150	New	+$56.7K	0.05%	250

Other funds holding BMS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Israel Discount Bank of New York's BMS Position: Q3 2017 in Review

Israel Discount Bank of New York sold out of Bemis (BMS) in Q3 2017, closing a stake of 1,050 shares — an estimated $49K sold.

Israel Discount Bank of New York first reported a position in BMS in Q4 2016 and held it in 3 quarters. The position peaked at $55K in Q1 2017. 326 funds tracked by Wall St. Rank hold BMS as of Q3 2017.

Israel Discount Bank of New York reported no remaining Bemis position as of Q3 2017 after selling out during the quarter.
Israel Discount Bank of New York sold 1,050 Bemis shares in Q3 2017, an estimated $49K.
Israel Discount Bank of New York first reported a position in Bemis in Q4 2016 and held it in 3 quarters.
Israel Discount Bank of New York's Bemis position peaked at $55K in Q1 2017.
326 funds tracked by Wall St. Rank held Bemis as of Q3 2017.

Based on Israel Discount Bank of New York's 13F filing for Q3 2017, filed 13 Nov 2017.