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Biegel & Waller’s Bank of America BAC Stock Holding History

Biegel & Waller’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
2019
Q3 		$445K Buy
15,270
+243
+2% +$6.99K 0.25% 40
2019
Q2 		$436K Hold
15,027
– – 0.22% 46
2019
Q1 		$415K Sell
15,027
-2,398
-14% -$67.8K 0.21% 45
2018
Q4 		$429K Buy
+17,425
New +$473K 0.25% 43
2018
Q2 		– Sell
-6,885
Closed -$206K – 72
2018
Q1 		$206K Buy
+6,885
New +$216K 0.13% 51
2017
Q3 		– Sell
-10,514
Closed -$255K – 57
2017
Q2 		$255K Buy
10,514
+1,488
+16% +$34.7K 0.16% 44
2017
Q1 		$213K Sell
9,026
-1,380
-13% -$32.7K 0.15% 44
2016
Q4 		$244K Buy
+10,406
New +$200K 0.17% 40

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BlackRock
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State Street
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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