Errol M. Rudman’s Bank of America BAC Stock Holding History

Errol M. Rudman’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 Q3	–	Sell	-15,000	Closed	-$364K	–	37
2017 Q2	$364K	Buy	+15,000	New	+$350K	0.18%	42
2016 Q1	–	Sell	-694,400	Closed	-$11.7M	–	27
2015 Q4	$11.7M	Sell	694,400 -10,400	-1%	-$176K	4.43%	9
2015 Q3	$11M	Hold	704,800	–	–	4.29%	6
2015 Q2	$12M	Hold	704,800	–	–	4.05%	8
2015 Q1	$10.8M	Buy	704,800 +70,000	+11%	+$1.12M	3.76%	7
2014 Q4	$11.4M	Sell	634,800 -65,600	-9%	-$1.12M	4.62%	5
2014 Q3	$11.9M	Buy	+700,400	New	+$11.2M	5.99%	3
2013 Q4	–	Sell	-150,385	Closed	-$2.08M	–	42
2013 Q3	$2.08M	Sell	150,385 -10,700	-7%	-$153K	1.43%	28
2013 Q2	$2.07M	Buy	+161,085	New	+$2.05M	1.7%	22

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Norges Bank Oslo, Norway $935B AUM

Errol M. Rudman's BAC Position: Q3 2017 in Review

Errol M. Rudman sold out of Bank of America (BAC) in Q3 2017, closing a stake of 15,000 shares — an estimated $364K sold.

Errol M. Rudman first reported a position in BAC in Q2 2013 and held it in 9 quarters. The position peaked at $12M in Q2 2015. 1,781 funds tracked by Wall St. Rank hold BAC as of Q3 2017.

Errol M. Rudman reported no remaining Bank of America position as of Q3 2017 after selling out during the quarter.
Errol M. Rudman sold 15,000 Bank of America shares in Q3 2017, an estimated $364K.
Errol M. Rudman first reported a position in Bank of America in Q2 2013 and held it in 9 quarters.
Errol M. Rudman's Bank of America position peaked at $12M in Q2 2015.
1,781 funds tracked by Wall St. Rank held Bank of America as of Q3 2017.

Based on Errol M. Rudman's 13F filing for Q3 2017, filed 14 Nov 2017.