OIA
BMS

OneDigital Investment Advisors’s Bemis BMS Stock Holding History

OneDigital Investment Advisors’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
2018
Q4 		– Sell
-496
Closed -$24K – 1336
2018
Q3 		$24K Hold
496
– – 0.01% 614
2018
Q2 		$21K Buy
496
+81
+20% +$3.49K ﹤0.01% 797
2018
Q1 		$18K Hold
415
– – ﹤0.01% 861
2017
Q4 		$20K Hold
415
– – ﹤0.01% 813
2017
Q3 		$19K Hold
415
– – 0.01% 674
2017
Q2 		$19K Buy
+415
New +$19.1K 0.01% 772

Other funds holding BMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BCIM
Burford Capital Investment Management Chicago, Illinois $6.17M AUM 38.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

OneDigital Investment Advisors's BMS Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of Bemis (BMS) in Q4 2018, closing a stake of 496 shares — an estimated $24K sold.

OneDigital Investment Advisors first reported a position in BMS in Q2 2017 and held it in 6 quarters. The position peaked at $24K in Q3 2018. 319 funds tracked by Wall St. Rank hold BMS as of Q4 2018.

  • OneDigital Investment Advisors reported no remaining Bemis position as of Q4 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 496 Bemis shares in Q4 2018, an estimated $24K.
  • OneDigital Investment Advisors first reported a position in Bemis in Q2 2017 and held it in 6 quarters.
  • OneDigital Investment Advisors's Bemis position peaked at $24K in Q3 2018.
  • 319 funds tracked by Wall St. Rank held Bemis as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.