LNWWM
BMS

Laird Norton Wetherby Wealth Management’s Bemis BMS Stock Holding History

Laird Norton Wetherby Wealth 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
2017
Q2 		– Sell
-8,204
Closed -$401K – 589
2017
Q1 		$401K Hold
8,204
– – 0.07% 346
2016
Q4 		$392K Sell
8,204
-52
-0.6% -$2.56K 0.08% 330
2016
Q3 		$421K Buy
8,256
+52
+0.6% +$2.68K 0.09% 297
2016
Q2 		$422K Buy
+8,204
New +$414K 0.09% 268

Other funds holding BMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Laird Norton Wetherby Wealth Management's BMS Position: Q2 2017 in Review

Laird Norton Wetherby Wealth Management sold out of Bemis (BMS) in Q2 2017, closing a stake of 8,204 shares — an estimated $401K sold.

Laird Norton Wetherby Wealth Management first reported a position in BMS in Q2 2016 and held it in 4 quarters. The position peaked at $422K in Q2 2016. 326 funds tracked by Wall St. Rank hold BMS as of Q2 2017.

  • Laird Norton Wetherby Wealth Management reported no remaining Bemis position as of Q2 2017 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 8,204 Bemis shares in Q2 2017, an estimated $401K.
  • Laird Norton Wetherby Wealth Management first reported a position in Bemis in Q2 2016 and held it in 4 quarters.
  • Laird Norton Wetherby Wealth Management's Bemis position peaked at $422K in Q2 2016.
  • 326 funds tracked by Wall St. Rank held Bemis as of Q2 2017.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2017, filed 2 Aug 2017.