Bank of America’s WisdomTree International ESG Fund RESD Stock Holding History

Bank of America’s Portfolio RESD Stock Details RESD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-7,080	Closed	-$152K	–	7213
2020 Q1	$152K	Hold	7,080	–	–	﹤0.01%	5265
2019 Q4	$186K	Sell	7,080 -518	-7%	-$13.1K	﹤0.01%	5680
2019 Q3	$185K	Sell	7,598 -575	-7%	-$13.8K	﹤0.01%	5713
2019 Q2	$197K	Hold	8,173	–	–	﹤0.01%	5646
2019 Q1	$193K	Sell	8,173 -20,907	-72%	-$470K	﹤0.01%	5540
2018 Q4	$594K	Sell	29,080 -341,593	-92%	-$7.67M	﹤0.01%	4820
2018 Q3	$9.19M	Buy	370,673 +90,003	+32%	+$2.25M	﹤0.01%	2561
2018 Q2	$6.93M	Buy	280,670 +84,512	+43%	+$2.12M	﹤0.01%	2824
2018 Q1	$4.87M	Buy	196,158 +91,357	+87%	+$2.29M	﹤0.01%	3108
2017 Q4	$2.63M	Buy	104,801 +7,860	+8%	+$195K	﹤0.01%	3716
2017 Q3	$2.37M	Buy	96,941 +35,911	+59%	+$855K	﹤0.01%	3850
2017 Q2	$1.44M	Buy	61,030 +2,121	+4%	+$48.7K	﹤0.01%	4169
2017 Q1	$1.3M	Buy	+58,909	New	+$1.24M	﹤0.01%	4239

Other funds holding RESD

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

HFA

Hoover Financial Advisors Malvern, Pennsylvania $562M AUM 37.9% 1-Year Est. Return

Bank of America's RESD Position: Q2 2020 in Review

Bank of America sold out of WisdomTree International ESG Fund (RESD) in Q2 2020, closing a stake of 7,080 shares — an estimated $152K sold.

Bank of America first reported a position in RESD in Q1 2017 and held it in 13 quarters. The position peaked at $9.19M in Q3 2018. 9 funds tracked by Wall St. Rank hold RESD as of Q2 2020.

Bank of America reported no remaining WisdomTree International ESG Fund position as of Q2 2020 after selling out during the quarter.
Bank of America sold 7,080 WisdomTree International ESG Fund shares in Q2 2020, an estimated $152K.
Bank of America first reported a position in WisdomTree International ESG Fund in Q1 2017 and held it in 13 quarters.
Bank of America's WisdomTree International ESG Fund position peaked at $9.19M in Q3 2018.
9 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q2 2020.

Based on Bank of America's 13F filing for Q2 2020, filed 14 Aug 2020.