Graybill Wealth Management’s Bk Of Amer Corp 6.625% Ser I BAC.PRI.CL Stock Holding History

Graybill Wealth Management’s Portfolio BAC.PRI.CL Stock Details BAC.PRI.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-74,965	Closed	-$1.92M	–	56
2013 Q3	$1.92M	Sell	74,965 -16,450	-18%	-$427K	1.64%	38
2013 Q2	$2.39M	Buy	+91,415	New	+$2.5M	2.15%	17

Other funds holding BAC.PRI.CL

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return

Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return