GGPS
BAC icon

Gary Goldberg Planning Services’s Bank of America BAC Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$47K Buy
2,611
+1,410
+117% +$24.1K 0.02% 222
2014
Q3 		$20K Sell
1,201
-1,277
-52% -$20.3K 0.01% 311
2014
Q2 		$38K Buy
2,478
+1,351
+120% +$21K 0.02% 248
2014
Q1 		$19K Hold
1,127
– – 0.01% 279
2013
Q4 		$18K Sell
1,127
-1,803
-62% -$26.7K 0.01% 255
2013
Q3 		$40K Buy
2,930
+2
+0.1% +$29 0.02% 213
2013
Q2 		$38K Buy
+2,928
New +$37.3K 0.02% 206

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Gary Goldberg Planning Services's BAC Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Bank of America (BAC) stake by 117% in Q4 2014, buying an estimated $24.1K and bringing the position to 2,611 shares worth $47K. The position accounts for 0.02% of the portfolio, ranked #222.

Gary Goldberg Planning Services first reported a position in BAC in Q2 2013 and has held it in 7 quarters since. 1,429 funds tracked by Wall St. Rank hold BAC as of Q4 2014.

  • Gary Goldberg Planning Services held 2,611 shares of Bank of America worth $47K as of Q4 2014.
  • Gary Goldberg Planning Services bought 1,410 Bank of America shares in Q4 2014, an estimated $24.1K.
  • Bank of America made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #222 holding.
  • Gary Goldberg Planning Services first reported a position in Bank of America in Q2 2013 and has held it in 7 quarters since.
  • 1,429 funds tracked by Wall St. Rank held Bank of America as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.