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Camarda Financial Advisors’s Bank of America BAC Stock Holding History

Camarda Financial Advisors’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 		– Sell
-1,972
Closed -$57K – 79
2019
Q2 		$57K Buy
1,972
+267
+16% +$7.7K 0.11% 67
2019
Q1 		$47K Buy
1,705
+1,067
+167% +$30.2K 0.09% 80
2018
Q4 		$16K Hold
638
– – 0.02% 126
2018
Q3 		$19K Hold
638
– – 0.02% 148
2018
Q2 		$18K Hold
638
– – 0.02% 151
2018
Q1 		$19K Hold
638
– – 0.02% 137
2017
Q4 		$19K Sell
638
-1,463
-70% -$40.3K 0.02% 142
2017
Q3 		$53K Sell
2,101
-500
-19% -$12.1K 0.06% 112
2017
Q2 		$63K Sell
2,601
-844
-24% -$19.7K 0.07% 103
2017
Q1 		$81K Buy
3,445
+500
+17% +$11.9K 0.08% 101
2016
Q4 		$65K Sell
2,945
-1,000
-25% -$19.3K 0.04% 115
2016
Q3 		$62K Buy
3,945
+1,000
+34% +$14.9K 0.04% 113
2016
Q2 		$39K Buy
2,945
+1,541
+110% +$21.6K 0.02% 146
2016
Q1 		$19K Buy
1,404
+51
+4% +$688 0.01% 168
2015
Q4 		$23K Buy
1,353
+312
+30% +$5.28K 0.01% 173
2015
Q3 		$16K Hold
1,041
– – 0.01% 130
2015
Q2 		$18K Hold
1,041
– – 0.01% 167
2015
Q1 		$16K Sell
1,041
-682
-40% -$11K 0.01% 192
2014
Q4 		$31K Sell
1,723
-510
-23% -$8.73K 0.02% 156
2014
Q3 		$38K Buy
+2,233
New +$35.6K 0.03% 131
2014
Q2 		– Sell
-12,827
Closed -$221K – 219
2014
Q1 		$221K Buy
+12,827
New +$216K 0.17% 71
2013
Q3 		– Sell
-418
Closed -$5K – 106
2013
Q2 		$5K Buy
+418
New +$5.33K ﹤0.01% 199

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
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

Camarda Financial Advisors's BAC Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Bank of America (BAC) in Q3 2019, closing a stake of 1,972 shares — an estimated $57K sold.

Camarda Financial Advisors first reported a position in BAC in Q2 2013 and held it in 22 quarters. The position peaked at $221K in Q1 2014. 2,083 funds tracked by Wall St. Rank hold BAC as of Q3 2019.

  • Camarda Financial Advisors reported no remaining Bank of America position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 1,972 Bank of America shares in Q3 2019, an estimated $57K.
  • Camarda Financial Advisors first reported a position in Bank of America in Q2 2013 and held it in 22 quarters.
  • Camarda Financial Advisors's Bank of America position peaked at $221K in Q1 2014.
  • 2,083 funds tracked by Wall St. Rank held Bank of America as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.