Wealthfront’s Bemis BMS Stock Holding History

Wealthfront’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	-235	Closed	-$9K	–	1226
2015 Q3	$9K	Sell	235 -119	-34%	-$5.22K	﹤0.01%	1003
2015 Q2	$16K	Buy	354 +220	+164%	+$10.1K	﹤0.01%	713
2015 Q1	$6K	Buy	134 +133	+13,300%	+$6.17K	﹤0.01%	768
2014 Q4	$0	Sell	1 -671	-100%	-$27K	﹤0.01%	1091
2014 Q3	$26K	Sell	672 -146	-18%	-$5.81K	﹤0.01%	491
2014 Q2	$33K	Buy	818 +236	+41%	+$9.59K	﹤0.01%	435
2014 Q1	$23K	Buy	+582	New	+$22.7K	﹤0.01%	410

Other funds holding BMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthfront's BMS Position: Q4 2015 in Review

Wealthfront sold out of Bemis (BMS) in Q4 2015, closing a stake of 235 shares — an estimated $9K sold.

Wealthfront first reported a position in BMS in Q1 2014 and held it in 7 quarters. The position peaked at $33K in Q2 2014. 347 funds tracked by Wall St. Rank hold BMS as of Q4 2015.

Wealthfront reported no remaining Bemis position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 235 Bemis shares in Q4 2015, an estimated $9K.
Wealthfront first reported a position in Bemis in Q1 2014 and held it in 7 quarters.
Wealthfront's Bemis position peaked at $33K in Q2 2014.
347 funds tracked by Wall St. Rank held Bemis as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.