LWM
BMS

Lenox Wealth Management’s Bemis BMS Stock Holding History

Lenox 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
2019
Q2 		– Sell
-75
Closed -$4K – 728
2019
Q1 		$4K Hold
75
– – ﹤0.01% 555
2018
Q4 		$3K Hold
75
– – ﹤0.01% 529
2018
Q3 		$4K Hold
75
– – ﹤0.01% 536
2018
Q2 		$3K Hold
75
– – ﹤0.01% 483
2018
Q1 		$3K Hold
75
– – ﹤0.01% 428
2017
Q4 		$4K Sell
75
-100
-57% -$4.62K ﹤0.01% 440
2017
Q3 		$7K Buy
+175
New +$7.81K ﹤0.01% 429

Other funds holding BMS

CA
Cullinan Associates Louisville, Kentucky $1.24B AUM 28.12% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Lenox Wealth Management's BMS Position: Q2 2019 in Review

Lenox Wealth Management sold out of Bemis (BMS) in Q2 2019, closing a stake of 75 shares — an estimated $4K sold.

Lenox Wealth Management first reported a position in BMS in Q3 2017 and held it in 7 quarters. The position peaked at $7K in Q3 2017. 2 funds tracked by Wall St. Rank hold BMS as of Q2 2019.

  • Lenox Wealth Management reported no remaining Bemis position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 75 Bemis shares in Q2 2019, an estimated $4K.
  • Lenox Wealth Management first reported a position in Bemis in Q3 2017 and held it in 7 quarters.
  • Lenox Wealth Management's Bemis position peaked at $7K in Q3 2017.
  • 2 funds tracked by Wall St. Rank held Bemis as of Q2 2019.

Based on Lenox Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.