Edgemoor Investment Advisors’s Bank Of America Corporation Ws A BAC.WS.A Stock Holding History

Edgemoor Investment Advisors’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	-70,360	Closed	-$1.35M	–	146
2017 Q4	$1.35M	Sell	70,360 -1,225	-2%	-$19K	0.17%	75
2017 Q3	$948K	Buy	71,585 +3,225	+5%	+$38.7K	0.13%	86
2017 Q2	$823K	Buy	68,360 +6,090	+10%	+$67.5K	0.11%	91
2017 Q1	$704K	Buy	62,270 +26,730	+75%	+$307K	0.1%	89
2016 Q4	$354K	Buy	+35,540	New	+$262K	0.05%	96

Other funds holding BAC.WS.A

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

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

Edgemoor Investment Advisors's BAC.WS.A Position: Q1 2018 in Review

Edgemoor Investment Advisors sold out of Bank Of America Corporation Ws A (BAC.WS.A) in Q1 2018, closing a stake of 70,360 shares — an estimated $1.35M sold.

Edgemoor Investment Advisors first reported a position in BAC.WS.A in Q4 2016 and held it in 5 quarters. The position peaked at $1.35M in Q4 2017. 65 funds tracked by Wall St. Rank hold BAC.WS.A as of Q1 2018.

Edgemoor Investment Advisors reported no remaining Bank Of America Corporation Ws A position as of Q1 2018 after selling out during the quarter.
Edgemoor Investment Advisors sold 70,360 Bank Of America Corporation Ws A shares in Q1 2018, an estimated $1.35M.
Edgemoor Investment Advisors first reported a position in Bank Of America Corporation Ws A in Q4 2016 and held it in 5 quarters.
Edgemoor Investment Advisors's Bank Of America Corporation Ws A position peaked at $1.35M in Q4 2017.
65 funds tracked by Wall St. Rank held Bank Of America Corporation Ws A as of Q1 2018.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2018, filed 14 May 2018.