SPIA
BMS

Steward Partners Investment Advisory’s Bemis BMS Stock Holding History

Steward Partners Investment Advisory’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
-200
Closed -$10K – 2534
2018
Q3 		$10K Hold
200
– – ﹤0.01% 1900
2018
Q2 		$8K Buy
+200
New +$8.63K ﹤0.01% 1847
2017
Q2 		– Sell
-1,442
Closed -$70K – 1742
2017
Q1 		$70K Buy
+1,442
New +$71K 0.01% 487

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

Steward Partners Investment Advisory's BMS Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Bemis (BMS) in Q4 2018, closing a stake of 200 shares — an estimated $10K sold.

Steward Partners Investment Advisory first reported a position in BMS in Q1 2017 and held it in 3 quarters. The position peaked at $70K in Q1 2017. 319 funds tracked by Wall St. Rank hold BMS as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Bemis position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 200 Bemis shares in Q4 2018, an estimated $10K.
  • Steward Partners Investment Advisory first reported a position in Bemis in Q1 2017 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Bemis position peaked at $70K in Q1 2017.
  • 319 funds tracked by Wall St. Rank held Bemis as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.