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Fiduciary Financial Services of The Southwest’s Bank of America BAC Stock Holding History

Fiduciary Financial Services of The Southwest’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
2019
Q4 		$568K Sell
16,132
-1,400
-8% -$45.2K 0.15% 105
2019
Q3 		$511K Buy
17,532
+544
+3% +$15.6K 0.14% 112
2019
Q2 		$493K Buy
16,988
+2,910
+21% +$83.9K 0.14% 114
2019
Q1 		$388K Buy
+14,078
New +$398K 0.11% 122

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 $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1T AUM

Fiduciary Financial Services of The Southwest's BAC Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its Bank of America (BAC) stake by 8% in Q4 2019, selling an estimated $45.2K and leaving 16,132 shares worth $568K. The position accounts for 0.15% of the portfolio, ranked #105.

Fiduciary Financial Services of The Southwest first reported a position in BAC in Q1 2019 and has held it in 4 quarters since. 2,305 funds tracked by Wall St. Rank hold BAC as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 16,132 shares of Bank of America worth $568K as of Q4 2019.
  • Fiduciary Financial Services of The Southwest sold 1,400 Bank of America shares in Q4 2019, an estimated $45.2K.
  • Bank of America made up 0.15% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #105 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in Bank of America in Q1 2019 and has held it in 4 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Bank of America as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.