CRC
BAC.PRI.CL

Curi RMB Capital’s Bk Of Amer Corp 6.625% Ser I BAC.PRI.CL Stock Holding History

Curi RMB Capital’s Portfolio BAC.PRI.CL Stock Details BAC.PRI.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-31,344
Closed -$801K – 531
2015
Q3 		$801K Buy
+31,344
New +$804K 0.06% 286

Other funds holding BAC.PRI.CL

KIA
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return