Jones Financial Companies
BMS

Jones Financial Companies’s Bemis BMS Stock Holding History

Jones Financial Companies’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
2013
Q3 		– Sell
-100
Closed -$4K – 869
2013
Q2 		$4K Buy
+100
New +$3.97K ﹤0.01% 700

Other funds holding BMS

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Jones Financial Companies's BMS Position: Q3 2013 in Review

Jones Financial Companies sold out of Bemis (BMS) in Q3 2013, closing a stake of 100 shares — an estimated $4K sold.

Jones Financial Companies first reported a position in BMS in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 323 funds tracked by Wall St. Rank hold BMS as of Q3 2013.

  • Jones Financial Companies reported no remaining Bemis position as of Q3 2013 after selling out during the quarter.
  • Jones Financial Companies sold 100 Bemis shares in Q3 2013, an estimated $4K.
  • Jones Financial Companies first reported a position in Bemis in Q2 2013 and held it in 1 quarter.
  • Jones Financial Companies's Bemis position peaked at $4K in Q2 2013.
  • 323 funds tracked by Wall St. Rank held Bemis as of Q3 2013.

Based on Jones Financial Companies's 13F filing for Q3 2013, filed 14 Nov 2013.