WAM
BMS

Wealthspire Advisors (Maryland)’s Bemis BMS Stock Holding History

Wealthspire Advisors (Maryland)’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
-190
Closed -$11K – 2469
2019
Q1 		$11K Hold
190
– – ﹤0.01% 1513
2018
Q4 		$9K Buy
190
+39
+26% +$1.82K ﹤0.01% 1528
2018
Q3 		$7K Hold
151
– – ﹤0.01% 1698
2018
Q2 		$6K Sell
151
-30
-17% -$1.29K ﹤0.01% 1761
2018
Q1 		$8K Sell
181
-99
-35% -$4.51K ﹤0.01% 1659
2017
Q4 		$13K Buy
280
+14
+5% +$647 ﹤0.01% 1504
2017
Q3 		$12K Hold
266
– – ﹤0.01% 1531
2017
Q2 		$12K Buy
266
+122
+85% +$5.62K ﹤0.01% 1481
2017
Q1 		$7K Sell
144
-4
-3% -$197 ﹤0.01% 1466
2016
Q4 		$7K Hold
148
– – ﹤0.01% 1336
2016
Q3 		$8K Hold
148
– – ﹤0.01% 1308
2016
Q2 		$8K Hold
148
– – ﹤0.01% 1248
2016
Q1 		$8K Sell
148
-895
-86% -$43.1K ﹤0.01% 1241
2015
Q4 		$47K Buy
+1,043
New +$46.6K 0.01% 734

Other funds holding BMS

CA
Cullinan Associates Louisville, Kentucky $1.24B AUM 28.12% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BMS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Bemis (BMS) in Q2 2019, closing a stake of 190 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in BMS in Q4 2015 and held it in 14 quarters. The position peaked at $47K in Q4 2015. 2 funds tracked by Wall St. Rank hold BMS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Bemis position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 190 Bemis shares in Q2 2019, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in Bemis in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Bemis position peaked at $47K in Q4 2015.
  • 2 funds tracked by Wall St. Rank held Bemis as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.