UCFA
BMS

United Capital Financial Advisors’s Bemis BMS Stock Holding History

United Capital Financial 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
Q1 		– Sell
-5,599
Closed -$268K – 1387
2017
Q4 		$268K Sell
5,599
-17
-0.3% -$786 ﹤0.01% 1153
2017
Q3 		$256K Hold
5,616
– – ﹤0.01% 1167
2017
Q2 		$260K Hold
5,616
– – ﹤0.01% 1119
2017
Q1 		$274K Sell
5,616
-5,795
-51% -$285K ﹤0.01% 1076
2016
Q4 		$546K Buy
11,411
+474
+4% +$23.4K 0.01% 916
2016
Q3 		$558K Sell
10,937
-232
-2% -$11.9K 0.01% 929
2016
Q2 		$570K Buy
11,169
+144
+1% +$7.27K 0.01% 880
2016
Q1 		$571K Sell
11,025
-668
-6% -$32.2K 0.01% 842
2015
Q4 		$523K Buy
11,693
+2,631
+29% +$118K 0.01% 873
2015
Q3 		$359K Sell
9,062
-119
-1% -$5.22K ﹤0.01% 1007
2015
Q2 		$413K Buy
9,181
+3,121
+52% +$143K ﹤0.01% 983
2015
Q1 		$273K Buy
+6,060
New +$281K ﹤0.01% 1096

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

United Capital Financial Advisors's BMS Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Bemis (BMS) in Q1 2018, closing a stake of 5,599 shares — an estimated $268K sold.

United Capital Financial Advisors first reported a position in BMS in Q1 2015 and held it in 12 quarters. The position peaked at $571K in Q1 2016. 338 funds tracked by Wall St. Rank hold BMS as of Q1 2018.

  • United Capital Financial Advisors reported no remaining Bemis position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,599 Bemis shares in Q1 2018, an estimated $268K.
  • United Capital Financial Advisors first reported a position in Bemis in Q1 2015 and held it in 12 quarters.
  • United Capital Financial Advisors's Bemis position peaked at $571K in Q1 2016.
  • 338 funds tracked by Wall St. Rank held Bemis as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.