Creative Planning’s Bank Of America Corporation Ws B BAC.WS.B Stock Holding History

Creative Planning’s Portfolio BAC.WS.B Stock Details BAC.WS.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-11,000	Closed	-$24K	–	2179
2017 Q4	$24K	Hold	11,000	–	–	﹤0.01%	1845
2017 Q3	$9K	Hold	11,000	–	–	﹤0.01%	1863
2017 Q2	$9K	Hold	11,000	–	–	﹤0.01%	3720
2017 Q1	$10K	Buy	11,000 +1,000	+10%	+$1.09K	﹤0.01%	3625
2016 Q4	$10K	Hold	10,000	–	–	﹤0.01%	3580
2016 Q3	$1K	Hold	10,000	–	–	﹤0.01%	4506
2016 Q2	$1K	Hold	10,000	–	–	﹤0.01%	4280
2016 Q1	$2K	Hold	10,000	–	–	﹤0.01%	4031
2015 Q4	$3K	Buy	+10,000	New	+$3.19K	﹤0.01%	3959

Other funds holding BAC.WS.B

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

Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

JCP

Jabre Capital Partners Geneva, Switzerland $87.8M AUM 5.24% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

SCP

Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return

Creative Planning's BAC.WS.B Position: Q1 2018 in Review

Creative Planning sold out of Bank Of America Corporation Ws B (BAC.WS.B) in Q1 2018, closing a stake of 11,000 shares — an estimated $24K sold.

Creative Planning first reported a position in BAC.WS.B in Q4 2015 and held it in 9 quarters. The position peaked at $24K in Q4 2017. 30 funds tracked by Wall St. Rank hold BAC.WS.B as of Q1 2018.

Creative Planning reported no remaining Bank Of America Corporation Ws B position as of Q1 2018 after selling out during the quarter.
Creative Planning sold 11,000 Bank Of America Corporation Ws B shares in Q1 2018, an estimated $24K.
Creative Planning first reported a position in Bank Of America Corporation Ws B in Q4 2015 and held it in 9 quarters.
Creative Planning's Bank Of America Corporation Ws B position peaked at $24K in Q4 2017.
30 funds tracked by Wall St. Rank held Bank Of America Corporation Ws B as of Q1 2018.

Based on Creative Planning's 13F filing for Q1 2018, filed 18 Apr 2018.