SFWA
BMS

Summit Financial Wealth Advisors’s Bemis BMS Stock Holding History

Summit Financial Wealth 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
2015
Q4 		– Sell
-1,070
Closed -$42K – 237
2015
Q3 		$42K Hold
1,070
– – 0.03% 134
2015
Q2 		$48K Sell
1,070
-565
-35% -$25.8K 0.03% 148
2015
Q1 		$75K Hold
1,635
– – 0.05% 104
2014
Q4 		$74K Buy
+1,635
New +$65.9K 0.05% 102

Other funds holding BMS

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Summit Financial Wealth Advisors's BMS Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Bemis (BMS) in Q4 2015, closing a stake of 1,070 shares — an estimated $42K sold.

Summit Financial Wealth Advisors first reported a position in BMS in Q4 2014 and held it in 4 quarters. The position peaked at $75K in Q1 2015. 347 funds tracked by Wall St. Rank hold BMS as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Bemis position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,070 Bemis shares in Q4 2015, an estimated $42K.
  • Summit Financial Wealth Advisors first reported a position in Bemis in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Bemis position peaked at $75K in Q1 2015.
  • 347 funds tracked by Wall St. Rank held Bemis as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.