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Boulegeris Investments’s Bank of America BAC Stock Holding History

Boulegeris Investments’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
2018
Q3 		– Sell
-7,300
Closed -$206K – 7
2018
Q2 		$206K Hold
7,300
– – 0.1% 56
2018
Q1 		$219K Buy
+7,300
New +$229K 0.12% 55

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
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boulegeris Investments's BAC Position: Q3 2018 in Review

Boulegeris Investments sold out of Bank of America (BAC) in Q3 2018, closing a stake of 7,300 shares — an estimated $206K sold.

Boulegeris Investments first reported a position in BAC in Q1 2018 and held it in 2 quarters. The position peaked at $219K in Q1 2018. 2,017 funds tracked by Wall St. Rank hold BAC as of Q3 2018.

  • Boulegeris Investments reported no remaining Bank of America position as of Q3 2018 after selling out during the quarter.
  • Boulegeris Investments sold 7,300 Bank of America shares in Q3 2018, an estimated $206K.
  • Boulegeris Investments first reported a position in Bank of America in Q1 2018 and held it in 2 quarters.
  • Boulegeris Investments's Bank of America position peaked at $219K in Q1 2018.
  • 2,017 funds tracked by Wall St. Rank held Bank of America as of Q3 2018.

Based on Boulegeris Investments's 13F filing for Q3 2018.