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Independent Portfolio Consultants’s Bank of America BAC Stock Holding History

Independent Portfolio Consultants’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
Q2 		$2.93M Buy
120,829
+44,018
+57% +$1.03M 1.22% 8
2017
Q1 		$1.81M Sell
76,811
-62,642
-45% -$1.49M 0.63% 20
2016
Q4 		$3.08M Sell
139,453
-22,982
-14% -$443K 1.01% 8
2016
Q3 		$2.54M Sell
162,435
-17,100
-10% -$255K 0.8% 15
2016
Q2 		$2.38M Buy
179,535
+14,855
+9% +$209K 0.75% 15
2016
Q1 		$2.23M Buy
164,680
+9,204
+6% +$124K 0.62% 23
2015
Q4 		$2.62M Sell
155,476
-110,475
-42% -$1.87M 0.78% 13
2015
Q3 		$4.14M Buy
265,951
+18,316
+7% +$308K 0.9% 11
2015
Q2 		$4.21M Buy
247,635
+13,320
+6% +$220K 0.84% 13
2015
Q1 		$3.61M Buy
234,315
+10,744
+5% +$173K 0.74% 19
2014
Q4 		$4M Buy
223,571
+130,319
+140% +$2.23M 0.81% 13
2014
Q3 		$1.59M Buy
93,252
+36,957
+66% +$588K 0.43% 46
2014
Q2 		$865K Buy
56,295
+1,233
+2% +$19.1K 0.24% 105
2014
Q1 		$947K Sell
55,062
-7,043
-11% -$118K 0.3% 89
2013
Q4 		$967K Buy
62,105
+25,845
+71% +$383K 0.34% 68
2013
Q3 		$500K Buy
36,260
+25
+0.1% +$357 0.2% 202
2013
Q2 		$466K Buy
+36,235
New +$462K 0.21% 205

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Portfolio Consultants's BAC Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Bank of America (BAC) stake by 57% in Q2 2017, buying an estimated $1.03M and bringing the position to 120,829 shares worth $2.93M. The position accounts for 1.22% of the portfolio, ranked #8.

Independent Portfolio Consultants first reported a position in BAC in Q2 2013 and has held it in 17 quarters since. The position peaked at $4.21M in Q2 2015. 1,762 funds tracked by Wall St. Rank hold BAC as of Q2 2017.

  • Independent Portfolio Consultants held 120,829 shares of Bank of America worth $2.93M as of Q2 2017.
  • Independent Portfolio Consultants bought 44,018 Bank of America shares in Q2 2017, an estimated $1.03M.
  • Bank of America made up 1.22% of Independent Portfolio Consultants's portfolio in Q2 2017, its #8 holding.
  • Independent Portfolio Consultants first reported a position in Bank of America in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Bank of America position peaked at $4.21M in Q2 2015.
  • 1,762 funds tracked by Wall St. Rank held Bank of America as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.