FinTrust Investment Advisory Services’s Bank of America BAC Stock Holding History

FinTrust Investment Advisory Services’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 Q1	$657K	Buy	21,905 +7,525	+52%	+$236K	0.6%	32
2017 Q4	$425K	Sell	14,380 -475	-3%	-$13.1K	0.37%	55
2017 Q3	$376K	Buy	+14,855	New	+$360K	0.36%	63
2013 Q3	$204K	Sell	14,772 -1,339	-8%	-$19.1K	0.42%	56
2013 Q2	$207K	Buy	+16,111	New	+$205K	0.36%	61

Other funds holding BAC

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FinTrust Investment Advisory Services's BAC Position: Q1 2018 in Review

FinTrust Investment Advisory Services increased its Bank of America (BAC) stake by 52% in Q1 2018, buying an estimated $236K and bringing the position to 21,905 shares worth $657K. The position accounts for 0.6% of the portfolio, ranked #32.

FinTrust Investment Advisory Services first reported a position in BAC in Q2 2013 and has held it in 5 quarters since. 2,026 funds tracked by Wall St. Rank hold BAC as of Q1 2018.

FinTrust Investment Advisory Services held 21,905 shares of Bank of America worth $657K as of Q1 2018.
FinTrust Investment Advisory Services bought 7,525 Bank of America shares in Q1 2018, an estimated $236K.
Bank of America made up 0.6% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #32 holding.
FinTrust Investment Advisory Services first reported a position in Bank of America in Q2 2013 and has held it in 5 quarters since.
2,026 funds tracked by Wall St. Rank held Bank of America as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.