Bank of America’s U.S. Tax Reform Fund TAXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-11,494
Closed -$265K 7777
2018
Q3
$265K Hold
11,494
﹤0.01% 5331
2018
Q2
$246K Hold
11,494
﹤0.01% 5293
2018
Q1
$241K Buy
+11,494
New +$244K ﹤0.01% 5268

Bank of America's TAXR Position: Q4 2018 in Review

Bank of America sold out of U.S. Tax Reform Fund (TAXR) in Q4 2018, closing a stake of 11,494 shares — an estimated $265K sold.

Bank of America first reported a position in TAXR in Q1 2018 and held it in 3 quarters. The position peaked at $265K in Q3 2018. 0 funds tracked by Wall St. Rank hold TAXR as of Q4 2018.

  • Bank of America reported no remaining U.S. Tax Reform Fund position as of Q4 2018 after selling out during the quarter.
  • Bank of America sold 11,494 U.S. Tax Reform Fund shares in Q4 2018, an estimated $265K.
  • Bank of America first reported a position in U.S. Tax Reform Fund in Q1 2018 and held it in 3 quarters.
  • Bank of America's U.S. Tax Reform Fund position peaked at $265K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held U.S. Tax Reform Fund as of Q4 2018.

Based on Bank of America's 13F filing for Q4 2018, filed 14 Feb 2019.