Valeo Financial Advisors’s Bemis BMS Stock Holding History

Valeo 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
2019 Q2	–	Sell	-678	Closed	-$38K	–	1718
2019 Q1	$38K	Hold	678	–	–	﹤0.01%	626
2018 Q4	$31K	Hold	678	–	–	﹤0.01%	607
2018 Q3	$31K	Sell	678 -127	-16%	-$6K	﹤0.01%	657
2018 Q2	$40K	Hold	805	–	–	0.01%	593
2018 Q1	$35K	Hold	805	–	–	0.01%	575
2017 Q4	$38K	Buy	805 +427	+113%	+$19.7K	0.01%	530
2017 Q3	$17K	Buy	+378	New	+$16.9K	﹤0.01%	596

Other funds holding BMS

Cullinan Associates Louisville, Kentucky $1.24B AUM 28.12% 1-Year Est. Return

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Valeo Financial Advisors's BMS Position: Q2 2019 in Review

Valeo Financial Advisors sold out of Bemis (BMS) in Q2 2019, closing a stake of 678 shares — an estimated $38K sold.

Valeo Financial Advisors first reported a position in BMS in Q3 2017 and held it in 7 quarters. The position peaked at $40K in Q2 2018. 2 funds tracked by Wall St. Rank hold BMS as of Q2 2019.

Valeo Financial Advisors reported no remaining Bemis position as of Q2 2019 after selling out during the quarter.
Valeo Financial Advisors sold 678 Bemis shares in Q2 2019, an estimated $38K.
Valeo Financial Advisors first reported a position in Bemis in Q3 2017 and held it in 7 quarters.
Valeo Financial Advisors's Bemis position peaked at $40K in Q2 2018.
2 funds tracked by Wall St. Rank held Bemis as of Q2 2019.

Based on Valeo Financial Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.