Plante Moran Financial Advisors’s Bemis BMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,171
| Closed | -$65K | – | 867 |
|
|
2019
Q1 | $65K | Buy |
1,171
+376
| +47% | +$19.1K | 0.02% | 282 |
|
|
2018
Q4 | $36K | Buy |
+795
| New | +$37.1K | 0.01% | 355 |
|
|
2018
Q3 | – | Sell |
-375
| Closed | -$16K | – | 883 |
|
|
2018
Q2 | $16K | Buy |
375
+32
| +9% | +$1.38K | 0.01% | 501 |
|
|
2018
Q1 | $15K | Buy |
343
+3
| +0.9% | +$137 | 0.01% | 552 |
|
|
2017
Q4 | $16K | Buy |
340
+20
| +6% | +$924 | 0.01% | 533 |
|
|
2017
Q3 | $15K | Buy |
320
+3
| +0.9% | +$134 | 0.01% | 500 |
|
|
2017
Q2 | $15K | Buy |
317
+18
| +6% | +$829 | 0.01% | 511 |
|
|
2017
Q1 | $15K | Buy |
299
+2
| +0.7% | +$98 | 0.01% | 525 |
|
|
2016
Q4 | $14K | Buy |
297
+18
| +6% | +$888 | 0.01% | 539 |
|
|
2016
Q3 | $14K | Buy |
279
+2
| +0.7% | +$103 | 0.01% | 551 |
|
|
2016
Q2 | $14K | Buy |
277
+19
| +7% | +$960 | 0.01% | 485 |
|
|
2016
Q1 | $13K | Buy |
258
+2
| +0.8% | +$96 | 0.01% | 452 |
|
|
2015
Q4 | $11K | Buy |
256
+20
| +8% | +$893 | 0.01% | 569 |
|
|
2015
Q3 | $9K | Buy |
236
+1
| +0.4% | +$44 | 0.01% | 506 |
|
|
2015
Q2 | $11K | Buy |
235
+10
| +4% | +$457 | 0.01% | 518 |
|
|
2015
Q1 | $10K | Buy |
225
+2
| +0.9% | +$93 | 0.01% | 522 |
|
|
2014
Q4 | $10K | Buy |
223
+1
| +0.5% | +$40 | 0.01% | 541 |
|
|
2014
Q3 | $8K | Buy |
222
+24
| +12% | +$956 | 0.01% | 597 |
|
|
2014
Q2 | $8K | Buy |
198
+1
| +0.5% | +$41 | 0.01% | 597 |
|
|
2014
Q1 | $8K | Buy |
197
+12
| +6% | +$468 | 0.01% | 416 |
|
|
2013
Q4 | $8K | Buy |
185
+12
| +7% | +$472 | ﹤0.01% | 492 |
|
|
2013
Q3 | $7K | Buy |
173
+1
| +0.6% | +$41 | ﹤0.01% | 452 |
|
|
2013
Q2 | $7K | Buy |
+172
| New | +$6.83K | 0.01% | 416 |
|
Other funds holding BMS
Plante Moran Financial Advisors's BMS Position: Q2 2019 in Review
Plante Moran Financial Advisors sold out of Bemis (BMS) in Q2 2019, closing a stake of 1,171 shares — an estimated $65K sold.
Plante Moran Financial Advisors first reported a position in BMS in Q2 2013 and held it in 23 quarters. The position peaked at $65K in Q1 2019. 2 funds tracked by Wall St. Rank hold BMS as of Q2 2019.
- Plante Moran Financial Advisors reported no remaining Bemis position as of Q2 2019 after selling out during the quarter.
- Plante Moran Financial Advisors sold 1,171 Bemis shares in Q2 2019, an estimated $65K.
- Plante Moran Financial Advisors first reported a position in Bemis in Q2 2013 and held it in 23 quarters.
- Plante Moran Financial Advisors's Bemis position peaked at $65K in Q1 2019.
- 2 funds tracked by Wall St. Rank held Bemis as of Q2 2019.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.