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Banyan Partners’s Bank of America BAC Stock Holding History

Banyan Partners’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
2014
Q3 		$7.35M Buy
430,917
+54,958
+15% +$875K 0.62% 44
2014
Q2 		$5.78M Buy
375,959
+10,465
+3% +$163K 0.49% 53
2014
Q1 		$6.29M Buy
365,494
+115,456
+46% +$1.94M 0.54% 47
2013
Q4 		$3.89M Buy
250,038
+35,558
+17% +$527K 0.27% 86
2013
Q3 		$2.96M Sell
214,480
-1,690
-0.8% -$24.1K 0.26% 91
2013
Q2 		$2.78M Buy
+216,170
New +$2.76M 0.55% 62

Other funds holding BAC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Banyan Partners's BAC Position: Q3 2014 in Review

Banyan Partners increased its Bank of America (BAC) stake by 15% in Q3 2014, buying an estimated $875K and bringing the position to 430,917 shares worth $7.35M. The position accounts for 0.62% of the portfolio, ranked #44.

Banyan Partners first reported a position in BAC in Q2 2013 and has held it in 6 quarters since. 1,336 funds tracked by Wall St. Rank hold BAC as of Q3 2014.

  • Banyan Partners held 430,917 shares of Bank of America worth $7.35M as of Q3 2014.
  • Banyan Partners bought 54,958 Bank of America shares in Q3 2014, an estimated $875K.
  • Bank of America made up 0.62% of Banyan Partners's portfolio in Q3 2014, its #44 holding.
  • Banyan Partners first reported a position in Bank of America in Q2 2013 and has held it in 6 quarters since.
  • 1,336 funds tracked by Wall St. Rank held Bank of America as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.