Bruderman Asset Management’s Bank of America BAC Stock Holding History

Bruderman Asset Management’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 Q2	–	Sell	-5,641	Closed	-$156K	–	151
2019 Q1	$156K	Sell	5,641 -502	-8%	-$14.2K	0.03%	144
2018 Q4	$151K	Buy	6,143 +5,052	+463%	+$137K	0.04%	139
2018 Q3	$32K	Sell	1,091 -1,001	-48%	-$30.5K	0.01%	227
2018 Q2	$59K	Buy	2,092 +1,006	+93%	+$30K	0.01%	188
2018 Q1	$33K	Buy	+1,086	New	+$34.1K	0.01%	237
2017 Q3	–	Sell	-1,389	Closed	-$34K	–	138
2017 Q2	$34K	Buy	+1,389	New	+$32.4K	0.01%	243
2017 Q1	–	Sell	-1,511	Closed	-$33K	–	133
2016 Q4	$33K	Buy	1,511 +1,002	+197%	+$19.3K	0.01%	244
2016 Q3	$8K	Buy	509 +2	+0.4%	+$30	﹤0.01%	341
2016 Q2	$7K	Buy	507 +2	+0.4%	+$28	﹤0.01%	331
2016 Q1	$7K	Sell	505 -1,408	-74%	-$19K	﹤0.01%	345
2015 Q4	$32K	Buy	1,913 +1	+0.1%	+$17	0.01%	249
2015 Q3	$30K	Buy	1,912 +2	+0.1%	+$34	0.01%	250
2015 Q2	$33K	Buy	1,910 +500	+35%	+$8.24K	0.01%	260
2015 Q1	$22K	Buy	+1,410	New	+$22.6K	0.01%	286

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bruderman Asset Management's BAC Position: Q2 2019 in Review

Bruderman Asset Management sold out of Bank of America (BAC) in Q2 2019, closing a stake of 5,641 shares — an estimated $156K sold.

Bruderman Asset Management first reported a position in BAC in Q1 2015 and held it in 14 quarters. The position peaked at $156K in Q1 2019. 2,087 funds tracked by Wall St. Rank hold BAC as of Q2 2019.

Bruderman Asset Management reported no remaining Bank of America position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 5,641 Bank of America shares in Q2 2019, an estimated $156K.
Bruderman Asset Management first reported a position in Bank of America in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's Bank of America position peaked at $156K in Q1 2019.
2,087 funds tracked by Wall St. Rank held Bank of America as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.