Fusion Family Wealth’s Bank of America BAC Stock Holding History

Fusion Family Wealth’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 Q4	–	Sell	-400	Closed	-$10K	–	288
2017 Q3	$10K	Buy	+400	New	+$9.71K	﹤0.01%	150
2017 Q1	–	Sell	-1,028	Closed	-$24K	–	329
2016 Q4	$24K	Buy	+1,028	New	+$19.8K	0.01%	172

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

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

Fusion Family Wealth's BAC Position: Q4 2017 in Review

Fusion Family Wealth sold out of Bank of America (BAC) in Q4 2017, closing a stake of 400 shares — an estimated $10K sold.

Fusion Family Wealth first reported a position in BAC in Q4 2016 and held it in 2 quarters. The position peaked at $24K in Q4 2016. 1,982 funds tracked by Wall St. Rank hold BAC as of Q4 2017.

Fusion Family Wealth reported no remaining Bank of America position as of Q4 2017 after selling out during the quarter.
Fusion Family Wealth sold 400 Bank of America shares in Q4 2017, an estimated $10K.
Fusion Family Wealth first reported a position in Bank of America in Q4 2016 and held it in 2 quarters.
Fusion Family Wealth's Bank of America position peaked at $24K in Q4 2016.
1,982 funds tracked by Wall St. Rank held Bank of America as of Q4 2017.

Based on Fusion Family Wealth's 13F filing for Q4 2017, filed 6 Feb 2018.