Daniel L. Goodwin’s Bank of America BAC Stock Holding History

Daniel L. Goodwin’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	-36,300	Closed	-$1.28M	–	87
2019 Q4	$1.28M	Sell	36,300 -453	-1%	-$14.6K	0.55%	26
2019 Q3	$1.07M	Hold	36,753	–	–	0.49%	29
2019 Q2	$1.07M	Hold	36,753	–	–	0.49%	30
2019 Q1	$1.02M	Hold	36,753	–	–	0.47%	31
2018 Q4	$906K	Hold	36,753	–	–	0.48%	29
2018 Q3	$1.08M	Hold	36,753	–	–	0.51%	27
2018 Q2	$1.04M	Hold	36,753	–	–	0.48%	27
2018 Q1	$1.1M	Hold	36,753	–	–	0.54%	24
2017 Q4	$1.08M	Hold	36,753	–	–	0.47%	26
2017 Q3	$931K	Sell	36,753 -1,200	-3%	-$29.1K	0.41%	30
2017 Q2	$921K	Hold	37,953	–	–	0.42%	33
2017 Q1	$896K	Hold	37,953	–	–	0.37%	33
2016 Q4	$839K	Sell	37,953 -45,200	-54%	-$871K	0.34%	35
2016 Q3	$1.3M	Hold	83,153	–	–	0.46%	23
2016 Q2	$1.1M	Hold	83,153	–	–	0.36%	28
2016 Q1	$1.12M	Buy	83,153 +10,000	+14%	+$135K	0.27%	26
2015 Q4	$1.23M	Hold	73,153	–	–	0.3%	23
2015 Q3	$1.14M	Hold	73,153	–	–	0.31%	23
2015 Q2	$1.25M	Sell	73,153 -24,200	-25%	-$399K	0.33%	22
2015 Q1	$1.5M	Hold	97,353	–	–	0.33%	23
2014 Q4	$1.74M	Sell	97,353 -12,500	-11%	-$214K	0.31%	34
2014 Q3	$1.87M	Hold	109,853	–	–	0.41%	27
2014 Q2	$1.69M	Hold	109,853	–	–	0.31%	30
2014 Q1	$1.89M	Buy	109,853 +253	+0.2%	+$4.26K	0.34%	26
2013 Q4	$1.71M	Sell	109,600 -30,000	-21%	-$445K	0.32%	31
2013 Q3	$1.93M	Sell	139,600 -32,500	-19%	-$464K	0.39%	27
2013 Q2	$2.21M	Buy	+172,100	New	+$2.19M	0.43%	26

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Daniel L. Goodwin's BAC Position: Q1 2020 in Review

Daniel L. Goodwin sold out of Bank of America (BAC) in Q1 2020, closing a stake of 36,300 shares — an estimated $1.28M sold.

Daniel L. Goodwin first reported a position in BAC in Q2 2013 and held it in 27 quarters. The position peaked at $2.21M in Q2 2013. 2,086 funds tracked by Wall St. Rank hold BAC as of Q1 2020.

Daniel L. Goodwin reported no remaining Bank of America position as of Q1 2020 after selling out during the quarter.
Daniel L. Goodwin sold 36,300 Bank of America shares in Q1 2020, an estimated $1.28M.
Daniel L. Goodwin first reported a position in Bank of America in Q2 2013 and held it in 27 quarters.
Daniel L. Goodwin's Bank of America position peaked at $2.21M in Q2 2013.
2,086 funds tracked by Wall St. Rank held Bank of America as of Q1 2020.

Based on Daniel L. Goodwin's 13F filing for Q1 2020, filed 17 Apr 2020.