Cynosure Advisors’s Bank of America BAC Stock Holding History

Cynosure 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 Q3	–	Sell	-25,494	Closed	-$719K	–	33
2018 Q2	$719K	Hold	25,494	–	–	0.2%	62
2018 Q1	$765K	Buy	25,494 +249	+1%	+$7.82K	0.19%	61
2017 Q4	$745K	Buy	+25,245	New	+$696K	0.17%	64

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Cynosure Advisors's BAC Position: Q3 2018 in Review

Cynosure Advisors sold out of Bank of America (BAC) in Q3 2018, closing a stake of 25,494 shares — an estimated $719K sold.

Cynosure Advisors first reported a position in BAC in Q4 2017 and held it in 3 quarters. The position peaked at $765K in Q1 2018. 2,017 funds tracked by Wall St. Rank hold BAC as of Q3 2018.

Cynosure Advisors reported no remaining Bank of America position as of Q3 2018 after selling out during the quarter.
Cynosure Advisors sold 25,494 Bank of America shares in Q3 2018, an estimated $719K.
Cynosure Advisors first reported a position in Bank of America in Q4 2017 and held it in 3 quarters.
Cynosure Advisors's Bank of America position peaked at $765K in Q1 2018.
2,017 funds tracked by Wall St. Rank held Bank of America as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.