WCM
BMS

Wealthcare Capital Management’s Bemis BMS Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-85
Closed -$4K – 963
2015
Q1 		$4K Buy
+85
New +$3.95K ﹤0.01% 716

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BFA
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BIT
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American Century Companies
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NRECA
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthcare Capital Management's BMS Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Bemis (BMS) in Q2 2015, closing a stake of 85 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in BMS in Q1 2015 and held it in 1 quarter. The position peaked at $4K in Q1 2015. 342 funds tracked by Wall St. Rank hold BMS as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Bemis position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 85 Bemis shares in Q2 2015, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Bemis in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Bemis position peaked at $4K in Q1 2015.
  • 342 funds tracked by Wall St. Rank held Bemis as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.