KA
BMS

Klingman & Associates’s Bemis BMS Stock Holding History

Klingman & Associates’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
2016
Q1 		– Sell
-25
Closed -$1K – 418
2015
Q4 		$1K Hold
25
– – ﹤0.01% 392
2015
Q3 		$0 Sell
25
-181
-88% -$7.94K ﹤0.01% 462
2015
Q2 		$9K Buy
206
+181
+724% +$8.28K ﹤0.01% 320
2015
Q1 		$1K Hold
25
– – ﹤0.01% 366
2014
Q4 		$1K Buy
+25
New +$1.01K ﹤0.01% 373

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Klingman & Associates's BMS Position: Q1 2016 in Review

Klingman & Associates sold out of Bemis (BMS) in Q1 2016, closing a stake of 25 shares — an estimated $1K sold.

Klingman & Associates first reported a position in BMS in Q4 2014 and held it in 5 quarters. The position peaked at $9K in Q2 2015. 362 funds tracked by Wall St. Rank hold BMS as of Q1 2016.

  • Klingman & Associates reported no remaining Bemis position as of Q1 2016 after selling out during the quarter.
  • Klingman & Associates sold 25 Bemis shares in Q1 2016, an estimated $1K.
  • Klingman & Associates first reported a position in Bemis in Q4 2014 and held it in 5 quarters.
  • Klingman & Associates's Bemis position peaked at $9K in Q2 2015.
  • 362 funds tracked by Wall St. Rank held Bemis as of Q1 2016.

Based on Klingman & Associates's 13F filing for Q1 2016, filed 18 Apr 2016.