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

Clarfeld 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
2018 Q4	$84K	Buy	+3,416	New	+$92.7K	0.07%	75

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clarfeld Financial Advisors's BAC Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Bank of America (BAC) in Q4 2018: 3,416 shares worth $84K. The stake represents 0.07% of the portfolio and ranks #75 among its holdings.

2,065 funds tracked by Wall St. Rank hold BAC as of Q4 2018.

Clarfeld Financial Advisors held 3,416 shares of Bank of America worth $84K as of Q4 2018.
Bank of America was a new Clarfeld Financial Advisors position in Q4 2018.
Bank of America made up 0.07% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #75 holding.
2,065 funds tracked by Wall St. Rank held Bank of America as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.