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Fusion Investment Group’s Bank of America BAC Stock Holding History

Fusion Investment Group’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
2014
Q3 		– Sell
-89
Closed -$1K – 206
2014
Q2 		$1K Sell
89
-14,009
-99% -$218K ﹤0.01% 216
2014
Q1 		$243K Buy
14,098
+588
+4% +$9.89K 0.25% 62
2013
Q4 		$210K Buy
+13,510
New +$200K 0.16% 116

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fusion Investment Group's BAC Position: Q3 2014 in Review

Fusion Investment Group sold out of Bank of America (BAC) in Q3 2014, closing a stake of 89 shares — an estimated $1K sold.

Fusion Investment Group first reported a position in BAC in Q4 2013 and held it in 3 quarters. The position peaked at $243K in Q1 2014. 1,336 funds tracked by Wall St. Rank hold BAC as of Q3 2014.

  • Fusion Investment Group reported no remaining Bank of America position as of Q3 2014 after selling out during the quarter.
  • Fusion Investment Group sold 89 Bank of America shares in Q3 2014, an estimated $1K.
  • Fusion Investment Group first reported a position in Bank of America in Q4 2013 and held it in 3 quarters.
  • Fusion Investment Group's Bank of America position peaked at $243K in Q1 2014.
  • 1,336 funds tracked by Wall St. Rank held Bank of America as of Q3 2014.

Based on Fusion Investment Group's 13F filing for Q3 2014, filed 12 Nov 2014.