PA
BMS

Perennial Advisors’s Bemis BMS Stock Holding History

Perennial 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
2019
Q1 		– Sell
-258
Closed -$12K – 211
2018
Q4 		$12K Hold
258
– – 0.01% 160
2018
Q3 		$13K Hold
258
– – 0.01% 159
2018
Q2 		$11K Hold
258
– – 0.01% 164
2018
Q1 		$11K Hold
258
– – 0.01% 164
2017
Q4 		$12K Hold
258
– – 0.01% 171
2017
Q3 		$12K Hold
258
– – 0.01% 156
2017
Q2 		$12K Hold
258
– – 0.01% 156
2017
Q1 		$13K Hold
258
– – 0.01% 144
2016
Q4 		$12K Buy
+258
New +$12.7K 0.01% 156

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
BCIM
Burford Capital Investment Management Chicago, Illinois $6.17M AUM 38.81% 1-Year Est. Return

Perennial Advisors's BMS Position: Q1 2019 in Review

Perennial Advisors sold out of Bemis (BMS) in Q1 2019, closing a stake of 258 shares — an estimated $12K sold.

Perennial Advisors first reported a position in BMS in Q4 2016 and held it in 9 quarters. The position peaked at $13K in Q3 2018. 344 funds tracked by Wall St. Rank hold BMS as of Q1 2019.

  • Perennial Advisors reported no remaining Bemis position as of Q1 2019 after selling out during the quarter.
  • Perennial Advisors sold 258 Bemis shares in Q1 2019, an estimated $12K.
  • Perennial Advisors first reported a position in Bemis in Q4 2016 and held it in 9 quarters.
  • Perennial Advisors's Bemis position peaked at $13K in Q3 2018.
  • 344 funds tracked by Wall St. Rank held Bemis as of Q1 2019.

Based on Perennial Advisors's 13F filing for Q1 2019, filed 30 Apr 2019.