DC Investments Management’s Bank of America BAC Stock Holding History

DC Investments Management’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
2019 Q2	–	Sell	-33,257	Closed	-$918K	–	329
2019 Q1	$918K	Buy	+33,257	New	+$940K	0.58%	21
2018 Q4	–	Sell	-30,703	Closed	-$905K	–	242
2018 Q3	$905K	Buy	+30,703	New	+$935K	0.61%	10

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

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

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

Norges Bank Oslo, Norway $935B AUM

DC Investments Management's BAC Position: Q2 2019 in Review

DC Investments Management sold out of Bank of America (BAC) in Q2 2019, closing a stake of 33,257 shares — an estimated $918K sold.

DC Investments Management first reported a position in BAC in Q3 2018 and held it in 2 quarters. The position peaked at $918K in Q1 2019. 2,087 funds tracked by Wall St. Rank hold BAC as of Q2 2019.

DC Investments Management reported no remaining Bank of America position as of Q2 2019 after selling out during the quarter.
DC Investments Management sold 33,257 Bank of America shares in Q2 2019, an estimated $918K.
DC Investments Management first reported a position in Bank of America in Q3 2018 and held it in 2 quarters.
DC Investments Management's Bank of America position peaked at $918K in Q1 2019.
2,087 funds tracked by Wall St. Rank held Bank of America as of Q2 2019.

Based on DC Investments Management's 13F filing for Q2 2019, filed 12 Aug 2019.