Concert Wealth Management’s Bank Of America Corporation Ws A BAC.WS.A Stock Holding History

Concert Wealth Management’s Portfolio BAC.WS.A Stock Details BAC.WS.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-34,047	Closed	-$339K	–	482
2017 Q1	$339K	Hold	34,047	–	–	0.08%	328
2016 Q4	$339K	Hold	34,047	–	–	0.08%	325
2016 Q3	$158K	Hold	34,047	–	–	0.02%	692
2016 Q2	$118K	Hold	34,047	–	–	0.02%	638
2016 Q1	$134K	Hold	34,047	–	–	0.02%	633
2015 Q4	$198K	Hold	34,047	–	–	0.03%	596
2015 Q3	$194K	Buy	34,047 +512	+2%	+$3.32K	0.03%	622
2015 Q2	$207K	Buy	33,535 +520	+2%	+$3.06K	0.03%	628
2015 Q1	$189K	Hold	33,015	–	–	0.05%	394
2014 Q4	$232K	Buy	33,015 +2,000	+6%	+$14.2K	0.04%	539
2014 Q3	$234K	Hold	31,015	–	–	0.03%	458
2014 Q2	$209K	Hold	31,015	–	–	0.03%	507
2014 Q1	$251K	Buy	+31,015	New	+$231K	0.03%	453
2013 Q4	–	Sell	-33,015	Closed	-$200K	–	576
2013 Q3	$200K	Hold	33,015	–	–	0.03%	487
2013 Q2	$179K	Buy	+33,015	New	+$185K	0.03%	466

Other funds holding BAC.WS.A

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

HCM

Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return

OFG

OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return

FVP

Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return

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

SCC

Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return

BIA

Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return

Concert Wealth Management's BAC.WS.A Position: Q2 2017 in Review

Concert Wealth Management sold out of Bank Of America Corporation Ws A (BAC.WS.A) in Q2 2017, closing a stake of 34,047 shares — an estimated $339K sold.

Concert Wealth Management first reported a position in BAC.WS.A in Q2 2013 and held it in 15 quarters. The position peaked at $339K in Q1 2017. 81 funds tracked by Wall St. Rank hold BAC.WS.A as of Q2 2017.

Concert Wealth Management reported no remaining Bank Of America Corporation Ws A position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 34,047 Bank Of America Corporation Ws A shares in Q2 2017, an estimated $339K.
Concert Wealth Management first reported a position in Bank Of America Corporation Ws A in Q2 2013 and held it in 15 quarters.
Concert Wealth Management's Bank Of America Corporation Ws A position peaked at $339K in Q1 2017.
81 funds tracked by Wall St. Rank held Bank Of America Corporation Ws A as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.