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Bellwether Investment Group’s Bank of America BAC Stock Holding History

Bellwether Investment Group’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
2017
Q4 		$269K Buy
+9,129
New +$252K 1.08% 35
2017
Q2 		– Sell
-5,559
Closed -$131K – 116
2017
Q1 		$131K Sell
5,559
-17,289
-76% -$410K 0.35% 76
2016
Q4 		$505K Buy
+22,848
New +$440K 0.45% 53
2016
Q2 		$219K Buy
+16,505
New +$232K 0.24% 116

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellwether Investment Group's BAC Position: Q4 2017 in Review

Bellwether Investment Group opened a new position in Bank of America (BAC) in Q4 2017: 9,129 shares worth $269K. The stake represents 1.08% of the portfolio and ranks #35 among its holdings. This is a return to the name: Bellwether Investment Group previously reported a position in BAC as recently as Q1 2017.

Bellwether Investment Group first reported a position in BAC in Q2 2016 and has held it in 4 quarters since. The position peaked at $505K in Q4 2016. 1,983 funds tracked by Wall St. Rank hold BAC as of Q4 2017.

  • Bellwether Investment Group held 9,129 shares of Bank of America worth $269K as of Q4 2017.
  • Bank of America was a new Bellwether Investment Group position in Q4 2017.
  • Bank of America made up 1.08% of Bellwether Investment Group's portfolio in Q4 2017, its #35 holding.
  • Bellwether Investment Group first reported a position in Bank of America in Q2 2016 and has held it in 4 quarters since.
  • Bellwether Investment Group's Bank of America position peaked at $505K in Q4 2016.
  • 1,983 funds tracked by Wall St. Rank held Bank of America as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.