LWM
BMS

Liberty Wealth Management’s Bemis BMS Stock Holding History

Liberty 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
-57
Closed -$3K – 965
2019
Q1 		$3K Hold
57
– – ﹤0.01% 617
2018
Q4 		$2K Buy
+57
New +$2.66K ﹤0.01% 692

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

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

Liberty Wealth Management sold out of Bemis (BMS) in Q2 2019, closing a stake of 57 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in BMS in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 2 funds tracked by Wall St. Rank hold BMS as of Q2 2019.

  • Liberty Wealth Management reported no remaining Bemis position as of Q2 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 57 Bemis shares in Q2 2019, an estimated $3K.
  • Liberty Wealth Management first reported a position in Bemis in Q4 2018 and held it in 2 quarters.
  • Liberty Wealth Management's Bemis position peaked at $3K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Bemis as of Q2 2019.

Based on Liberty Wealth Management's 13F filing for Q2 2019, filed 30 Jul 2019.