Baker Boyer National Bank’s Bank of America BAC Stock Holding History

Baker Boyer National Bank’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$254K	Buy	8,461 +79	+0.9%	+$2.48K	0.77%	50
2017 Q4	$247K	Hold	8,382	–	–	0.74%	48
2017 Q3	$212K	Hold	8,382	–	–	0.7%	51
2017 Q2	$203K	Buy	+8,382	New	+$195K	0.81%	42
2016 Q4	–	Sell	-45,318	Closed	-$709K	–	41
2016 Q3	$709K	Hold	45,318	–	–	2.92%	9
2016 Q2	$601K	Hold	45,318	–	–	2.75%	14
2016 Q1	$613K	Sell	45,318 -1,207	-3%	-$16.3K	2.86%	11
2015 Q4	$783K	Sell	46,525 -2,054	-4%	-$34.7K	3.68%	7
2015 Q3	$757K	Sell	48,579 -1,453	-3%	-$24.4K	3.69%	6
2015 Q2	$852K	Sell	50,032 -600	-1%	-$9.89K	1.77%	22
2015 Q1	$779K	Hold	50,632	–	–	1.59%	22
2014 Q4	$905K	Buy	50,632 +36,660	+262%	+$627K	1.77%	23
2014 Q3	$238K	Hold	13,972	–	–	0.47%	46
2014 Q2	$215K	Buy	13,972 +222	+2%	+$3.45K	0.39%	50
2014 Q1	$236K	Hold	13,750	–	–	0.46%	48
2013 Q4	$214K	Sell	13,750 -1,418	-9%	-$21K	0.41%	48
2013 Q3	$209K	Hold	15,168	–	–	0.46%	38
2013 Q2	$196K	Buy	+15,168	New	+$193K	0.42%	41

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baker Boyer National Bank's BAC Position: Q1 2018 in Review

Baker Boyer National Bank increased its Bank of America (BAC) stake by 0.94% in Q1 2018, buying an estimated $2.48K and bringing the position to 8,461 shares worth $254K. The position accounts for 0.77% of the portfolio, ranked #50.

Baker Boyer National Bank first reported a position in BAC in Q2 2013 and has held it in 18 quarters since. The position peaked at $905K in Q4 2014. 2,027 funds tracked by Wall St. Rank hold BAC as of Q1 2018.

Baker Boyer National Bank held 8,461 shares of Bank of America worth $254K as of Q1 2018.
Baker Boyer National Bank bought 79 Bank of America shares in Q1 2018, an estimated $2.48K.
Bank of America made up 0.77% of Baker Boyer National Bank's portfolio in Q1 2018, its #50 holding.
Baker Boyer National Bank first reported a position in Bank of America in Q2 2013 and has held it in 18 quarters since.
Baker Boyer National Bank's Bank of America position peaked at $905K in Q4 2014.
2,027 funds tracked by Wall St. Rank held Bank of America as of Q1 2018.

Based on Baker Boyer National Bank's 13F filing for Q1 2018, filed 19 Apr 2018.