Bank of America
PERM

Bank of America’s Global X Permanent ETF PERM Stock Holding History

Bank of America’s Portfolio PERM Stock Details PERM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-25,814
Closed -$648K – 7582
2017
Q2 		$648K Sell
25,814
-52,080
-67% -$1.3M ﹤0.01% 4733
2017
Q1 		$1.92M Buy
77,894
+39,081
+101% +$963K ﹤0.01% 3904
2016
Q4 		$943K Buy
+38,813
New +$953K ﹤0.01% 4394

Other funds holding PERM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Bank of America's PERM Position: Q3 2017 in Review

Bank of America sold out of Global X Permanent ETF (PERM) in Q3 2017, closing a stake of 25,814 shares — an estimated $648K sold.

Bank of America first reported a position in PERM in Q4 2016 and held it in 3 quarters. The position peaked at $1.92M in Q1 2017. 9 funds tracked by Wall St. Rank hold PERM as of Q3 2017.

  • Bank of America reported no remaining Global X Permanent ETF position as of Q3 2017 after selling out during the quarter.
  • Bank of America sold 25,814 Global X Permanent ETF shares in Q3 2017, an estimated $648K.
  • Bank of America first reported a position in Global X Permanent ETF in Q4 2016 and held it in 3 quarters.
  • Bank of America's Global X Permanent ETF position peaked at $1.92M in Q1 2017.
  • 9 funds tracked by Wall St. Rank held Global X Permanent ETF as of Q3 2017.

Based on Bank of America's 13F filing for Q3 2017, filed 14 Nov 2017.