CCA
BAC icon

Clearwater Capital Advisors’s Bank of America BAC Stock Holding History

Clearwater Capital 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
2020
Q1 		– Sell
-17,380
Closed -$612K – 143
2019
Q4 		$612K Sell
17,380
-684
-4% -$22.1K 0.1% 116
2019
Q3 		$527K Buy
18,064
+5
+0% +$144 0.09% 130
2019
Q2 		$524K Sell
18,059
-3,100
-15% -$89.4K 0.1% 140
2019
Q1 		$584K Hold
21,159
– – 0.11% 139
2018
Q4 		$521K Sell
21,159
-698
-3% -$18.9K 0.11% 137
2018
Q3 		$644K Buy
21,857
+168
+0.8% +$5.12K 0.13% 132
2018
Q2 		$611K Buy
21,689
+4,500
+26% +$134K 0.13% 124
2018
Q1 		$515K Hold
17,189
– – 0.11% 126
2017
Q4 		$507K Buy
17,189
+2,300
+15% +$63.4K 0.11% 123
2017
Q3 		$385K Sell
14,889
-260
-2% -$6.31K 0.09% 131
2017
Q2 		$377K Hold
15,149
– – 0.1% 127
2017
Q1 		$351K Buy
15,149
+3,170
+26% +$75.2K 0.1% 130
2016
Q4 		$270K Buy
11,979
+1,311
+12% +$25.3K 0.09% 128
2016
Q3 		$169K Sell
10,668
-2,110
-17% -$31.4K 0.06% 139
2016
Q2 		$164K Buy
+12,778
New +$180K 0.06% 129

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Clearwater Capital Advisors's BAC Position: Q1 2020 in Review

Clearwater Capital Advisors sold out of Bank of America (BAC) in Q1 2020, closing a stake of 17,380 shares — an estimated $612K sold.

Clearwater Capital Advisors first reported a position in BAC in Q2 2016 and held it in 15 quarters. The position peaked at $644K in Q3 2018. 2,086 funds tracked by Wall St. Rank hold BAC as of Q1 2020.

  • Clearwater Capital Advisors reported no remaining Bank of America position as of Q1 2020 after selling out during the quarter.
  • Clearwater Capital Advisors sold 17,380 Bank of America shares in Q1 2020, an estimated $612K.
  • Clearwater Capital Advisors first reported a position in Bank of America in Q2 2016 and held it in 15 quarters.
  • Clearwater Capital Advisors's Bank of America position peaked at $644K in Q3 2018.
  • 2,086 funds tracked by Wall St. Rank held Bank of America as of Q1 2020.

Based on Clearwater Capital Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.