Efficient Advisors’s Bank of America BAC Stock Holding History

Efficient 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
2017 Q1	–	Sell	-18,817	Closed	-$416K	–	57
2016 Q4	$416K	Sell	18,817 -9,515	-34%	-$183K	0.06%	57
2016 Q3	$443K	Buy	+28,332	New	+$422K	0.07%	59

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Efficient Advisors's BAC Position: Q1 2017 in Review

Efficient Advisors sold out of Bank of America (BAC) in Q1 2017, closing a stake of 18,817 shares — an estimated $416K sold.

Efficient Advisors first reported a position in BAC in Q3 2016 and held it in 2 quarters. The position peaked at $443K in Q3 2016. 1,759 funds tracked by Wall St. Rank hold BAC as of Q1 2017.

Efficient Advisors reported no remaining Bank of America position as of Q1 2017 after selling out during the quarter.
Efficient Advisors sold 18,817 Bank of America shares in Q1 2017, an estimated $416K.
Efficient Advisors first reported a position in Bank of America in Q3 2016 and held it in 2 quarters.
Efficient Advisors's Bank of America position peaked at $443K in Q3 2016.
1,759 funds tracked by Wall St. Rank held Bank of America as of Q1 2017.

Based on Efficient Advisors's 13F filing for Q1 2017, filed 11 May 2017.