DWM
BAC.WS.A

Dynasty Wealth Management’s Bank Of America Corporation Ws A BAC.WS.A Stock Holding History

Dynasty Wealth Management’s Portfolio BAC.WS.A Stock Details BAC.WS.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-10,700
Closed -$188K – 103
2017
Q4 		$188K Buy
+10,700
New +$166K 0.32% 91

Other funds holding BAC.WS.A

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return

Dynasty Wealth Management's BAC.WS.A Position: Q1 2018 in Review

Dynasty Wealth Management sold out of Bank Of America Corporation Ws A (BAC.WS.A) in Q1 2018, closing a stake of 10,700 shares — an estimated $188K sold.

Dynasty Wealth Management first reported a position in BAC.WS.A in Q4 2017 and held it in 1 quarter. The position peaked at $188K in Q4 2017. 65 funds tracked by Wall St. Rank hold BAC.WS.A as of Q1 2018.

  • Dynasty Wealth Management reported no remaining Bank Of America Corporation Ws A position as of Q1 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 10,700 Bank Of America Corporation Ws A shares in Q1 2018, an estimated $188K.
  • Dynasty Wealth Management first reported a position in Bank Of America Corporation Ws A in Q4 2017 and held it in 1 quarter.
  • Dynasty Wealth Management's Bank Of America Corporation Ws A position peaked at $188K in Q4 2017.
  • 65 funds tracked by Wall St. Rank held Bank Of America Corporation Ws A as of Q1 2018.

Based on Dynasty Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.