ZIM
BMS

Zacks Investment Management’s Bemis BMS Stock Holding History

Zacks Investment 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
2016
Q2 		– Sell
-16,266
Closed -$842K – 744
2016
Q1 		$842K Buy
16,266
+1,416
+10% +$68.2K 0.03% 354
2015
Q4 		$664K Buy
14,850
+532
+4% +$23.8K 0.02% 378
2015
Q3 		$567K Sell
14,318
-183
-1% -$8.03K 0.02% 405
2015
Q2 		$653K Buy
14,501
+850
+6% +$38.9K 0.02% 384
2015
Q1 		$632K Buy
+13,651
New +$634K 0.02% 380
2013
Q3 		– Sell
-9,831
Closed -$385K – 690
2013
Q2 		$385K Buy
+9,831
New +$390K 0.02% 403

Other funds holding BMS

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Zacks Investment Management's BMS Position: Q2 2016 in Review

Zacks Investment Management sold out of Bemis (BMS) in Q2 2016, closing a stake of 16,266 shares — an estimated $842K sold.

Zacks Investment Management first reported a position in BMS in Q2 2013 and held it in 6 quarters. The position peaked at $842K in Q1 2016. 362 funds tracked by Wall St. Rank hold BMS as of Q2 2016.

  • Zacks Investment Management reported no remaining Bemis position as of Q2 2016 after selling out during the quarter.
  • Zacks Investment Management sold 16,266 Bemis shares in Q2 2016, an estimated $842K.
  • Zacks Investment Management first reported a position in Bemis in Q2 2013 and held it in 6 quarters.
  • Zacks Investment Management's Bemis position peaked at $842K in Q1 2016.
  • 362 funds tracked by Wall St. Rank held Bemis as of Q2 2016.

Based on Zacks Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.