MHS
BMS

M Holdings Securities’s Bemis BMS Stock Holding History

M Holdings Securities’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
2014
Q4 		– Sell
-317
Closed -$24K – 480
2014
Q3 		$24K Buy
+317
New +$12.6K 0.01% 497

Other funds holding BMS

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

M Holdings Securities's BMS Position: Q4 2014 in Review

M Holdings Securities sold out of Bemis (BMS) in Q4 2014, closing a stake of 317 shares — an estimated $24K sold.

M Holdings Securities first reported a position in BMS in Q3 2014 and held it in 1 quarter. The position peaked at $24K in Q3 2014. 330 funds tracked by Wall St. Rank hold BMS as of Q4 2014.

  • M Holdings Securities reported no remaining Bemis position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 317 Bemis shares in Q4 2014, an estimated $24K.
  • M Holdings Securities first reported a position in Bemis in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's Bemis position peaked at $24K in Q3 2014.
  • 330 funds tracked by Wall St. Rank held Bemis as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.