WA
BMS

WFG Advisors’s Bemis BMS Stock Holding History

WFG 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
2017
Q2 		$111K Sell
2,394
-204
-8% -$9.39K 0.03% 508
2017
Q1 		$127K Sell
2,598
-340
-12% -$16.7K 0.03% 427
2016
Q4 		$141K Buy
2,938
+11
+0.4% +$543 0.03% 451
2016
Q3 		$149K Buy
2,927
+12
+0.4% +$618 0.04% 434
2016
Q2 		$150K Sell
2,915
-290
-9% -$14.6K 0.04% 403
2016
Q1 		$166K Buy
3,205
+314
+11% +$15.1K 0.05% 345
2015
Q4 		$129K Buy
2,891
+12
+0.4% +$536 0.04% 403
2015
Q3 		$114K Sell
2,879
-107
-4% -$4.7K 0.04% 430
2015
Q2 		$134K Sell
2,986
-255
-8% -$11.7K 0.04% 459
2015
Q1 		$150K Sell
3,241
-26
-0.8% -$1.21K 0.04% 424
2014
Q4 		$148K Buy
3,267
+2,199
+206% +$88.6K 0.03% 530
2014
Q3 		$41K Buy
1,068
+6
+0.6% +$239 0.01% 1001
2014
Q2 		$43K Buy
1,062
+6
+0.6% +$244 0.01% 971
2014
Q1 		$41K Sell
1,056
-25,460
-96% -$993K 0.01% 996
2013
Q4 		$1.09M Sell
26,516
-7,991
-23% -$314K 0.15% 154
2013
Q3 		$1.35M Buy
34,507
+9
+0% +$365 0.21% 122
2013
Q2 		$1.35M Buy
+34,498
New +$1.37M 0.22% 113

Other funds holding BMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WFG Advisors's BMS Position: Q2 2017 in Review

WFG Advisors reduced its Bemis (BMS) stake by 7.9% in Q2 2017, selling an estimated $9.39K and leaving 2,394 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #508.

WFG Advisors first reported a position in BMS in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.35M in Q2 2013. 326 funds tracked by Wall St. Rank hold BMS as of Q2 2017.

  • WFG Advisors held 2,394 shares of Bemis worth $111K as of Q2 2017.
  • WFG Advisors sold 204 Bemis shares in Q2 2017, an estimated $9.39K.
  • Bemis made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #508 holding.
  • WFG Advisors first reported a position in Bemis in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Bemis position peaked at $1.35M in Q2 2013.
  • 326 funds tracked by Wall St. Rank held Bemis as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.