Wealth Enhancement Advisory Services
BMS

Wealth Enhancement Advisory Services’s Bemis BMS Stock Holding History

Wealth Enhancement Advisory Services’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
2017
Q1 		– Sell
-14,298
Closed -$684K – 188
2016
Q4 		$684K Buy
+14,298
New +$705K 0.08% 124

Other funds holding BMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Enhancement Advisory Services's BMS Position: Q1 2017 in Review

Wealth Enhancement Advisory Services sold out of Bemis (BMS) in Q1 2017, closing a stake of 14,298 shares — an estimated $684K sold.

Wealth Enhancement Advisory Services first reported a position in BMS in Q4 2016 and held it in 1 quarter. The position peaked at $684K in Q4 2016. 326 funds tracked by Wall St. Rank hold BMS as of Q1 2017.

  • Wealth Enhancement Advisory Services reported no remaining Bemis position as of Q1 2017 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 14,298 Bemis shares in Q1 2017, an estimated $684K.
  • Wealth Enhancement Advisory Services first reported a position in Bemis in Q4 2016 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Bemis position peaked at $684K in Q4 2016.
  • 326 funds tracked by Wall St. Rank held Bemis as of Q1 2017.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2017, filed 18 Apr 2017.