Edge Advisors’s Bank of America BAC Stock Holding History

Edge 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 Q2	$4.54M	Buy	161,167 +890	+0.6%	+$26.6K	0.41%	62
2018 Q1	$4.81M	Buy	160,277 +2,247	+1%	+$70.6K	0.45%	59
2017 Q4	$4.67M	Sell	158,030 -997	-0.6%	-$27.5K	0.46%	60
2017 Q3	$4.03M	Buy	159,027 +4,808	+3%	+$117K	0.44%	60
2017 Q2	$3.74M	Buy	154,219 +408	+0.3%	+$9.51K	0.43%	62
2017 Q1	$3.63M	Buy	153,811 +3,645	+2%	+$86.5K	0.44%	54
2016 Q4	$3.32M	Buy	+150,166	New	+$2.89M	0.43%	60

Other funds holding BAC

SGDR

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

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

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

Norges Bank Oslo, Norway $935B AUM

Edge Advisors's BAC Position: Q2 2018 in Review

Edge Advisors increased its Bank of America (BAC) stake by 0.56% in Q2 2018, buying an estimated $26.6K and bringing the position to 161,167 shares worth $4.54M. The position accounts for 0.41% of the portfolio, ranked #62.

Edge Advisors first reported a position in BAC in Q4 2016 and has held it in 7 quarters since. The position peaked at $4.81M in Q1 2018. 2,002 funds tracked by Wall St. Rank hold BAC as of Q2 2018.

Edge Advisors held 161,167 shares of Bank of America worth $4.54M as of Q2 2018.
Edge Advisors bought 890 Bank of America shares in Q2 2018, an estimated $26.6K.
Bank of America made up 0.41% of Edge Advisors's portfolio in Q2 2018, its #62 holding.
Edge Advisors first reported a position in Bank of America in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Bank of America position peaked at $4.81M in Q1 2018.
2,002 funds tracked by Wall St. Rank held Bank of America as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.