Guild Investment Management’s Bank of America BAC Stock Holding History

Guild Investment Management’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
2019 Q2	–	Sell	-68,423	Closed	-$1.89M	–	40
2019 Q1	$1.89M	Buy	+68,423	New	+$1.93M	2.46%	15
2018 Q3	–	Sell	-136,940	Closed	-$3.86M	–	42
2018 Q2	$3.86M	Buy	136,940 +5,680	+4%	+$169K	7.43%	5
2018 Q1	$3.94M	Buy	131,260 +93,200	+245%	+$2.93M	5.47%	9
2017 Q4	$1.12M	Buy	+38,060	New	+$1.05M	1.05%	23
2017 Q2	–	Sell	-150,590	Closed	-$3.55M	–	21
2017 Q1	$3.55M	Buy	+150,590	New	+$3.57M	3.46%	9

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Guild Investment Management's BAC Position: Q2 2019 in Review

Guild Investment Management sold out of Bank of America (BAC) in Q2 2019, closing a stake of 68,423 shares — an estimated $1.89M sold.

Guild Investment Management first reported a position in BAC in Q1 2017 and held it in 5 quarters. The position peaked at $3.94M in Q1 2018. 2,087 funds tracked by Wall St. Rank hold BAC as of Q2 2019.

Guild Investment Management reported no remaining Bank of America position as of Q2 2019 after selling out during the quarter.
Guild Investment Management sold 68,423 Bank of America shares in Q2 2019, an estimated $1.89M.
Guild Investment Management first reported a position in Bank of America in Q1 2017 and held it in 5 quarters.
Guild Investment Management's Bank of America position peaked at $3.94M in Q1 2018.
2,087 funds tracked by Wall St. Rank held Bank of America as of Q2 2019.

Based on Guild Investment Management's 13F filing for Q2 2019, filed 29 Jul 2019.