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Eagle Global Advisors’s Bank of America BAC Stock Holding History

Eagle Global 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
Q4 		– Sell
-335,519
Closed -$9.88M – 224
2018
Q3 		$9.88M Sell
335,519
-1,313
-0.4% -$40K 0.31% 61
2018
Q2 		$9.49M Sell
336,832
-3,680
-1% -$110K 0.3% 63
2018
Q1 		$10.2M Buy
340,512
+9,727
+3% +$306K 0.35% 61
2017
Q4 		$9.77M Buy
+330,785
New +$9.12M 0.31% 65

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Eagle Global Advisors's BAC Position: Q4 2018 in Review

Eagle Global Advisors sold out of Bank of America (BAC) in Q4 2018, closing a stake of 335,519 shares — an estimated $9.88M sold.

Eagle Global Advisors first reported a position in BAC in Q4 2017 and held it in 4 quarters. The position peaked at $10.2M in Q1 2018. 2,065 funds tracked by Wall St. Rank hold BAC as of Q4 2018.

  • Eagle Global Advisors reported no remaining Bank of America position as of Q4 2018 after selling out during the quarter.
  • Eagle Global Advisors sold 335,519 Bank of America shares in Q4 2018, an estimated $9.88M.
  • Eagle Global Advisors first reported a position in Bank of America in Q4 2017 and held it in 4 quarters.
  • Eagle Global Advisors's Bank of America position peaked at $10.2M in Q1 2018.
  • 2,065 funds tracked by Wall St. Rank held Bank of America as of Q4 2018.

Based on Eagle Global Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.