Index Management Solutions’s Bank of America BAC Stock Holding History

Index Management Solutions’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
2015 Q3	$19K	Buy	1,250 +94	+8%	+$1.58K	0.02%	425
2015 Q2	$20K	Buy	1,156 +766	+196%	+$12.6K	0.02%	489
2015 Q1	$6K	Sell	390 -56,482	-99%	-$907K	﹤0.01%	658
2014 Q4	$1.02M	Sell	56,872 -6,611	-10%	-$113K	0.14%	151
2014 Q3	$1.08M	Buy	63,483 +50,234	+379%	+$800K	0.12%	130
2014 Q2	$204K	Sell	13,249 -106,099	-89%	-$1.65M	0.02%	629
2014 Q1	$2.05M	Buy	119,348 +114,925	+2,598%	+$1.93M	0.33%	51
2013 Q4	$69K	Sell	4,423 -9,593	-68%	-$142K	0.02%	349
2013 Q3	$193K	Buy	+14,016	New	+$200K	0.06%	145

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Index Management Solutions's BAC Position: Q3 2015 in Review

Index Management Solutions increased its Bank of America (BAC) stake by 8.1% in Q3 2015, buying an estimated $1.58K and bringing the position to 1,250 shares worth $19K. The position accounts for 0.02% of the portfolio, ranked #425.

Index Management Solutions first reported a position in BAC in Q3 2013 and has held it in 9 quarters since. The position peaked at $2.05M in Q1 2014. 1,440 funds tracked by Wall St. Rank hold BAC as of Q3 2015.

Index Management Solutions held 1,250 shares of Bank of America worth $19K as of Q3 2015.
Index Management Solutions bought 94 Bank of America shares in Q3 2015, an estimated $1.58K.
Bank of America made up 0.02% of Index Management Solutions's portfolio in Q3 2015, its #425 holding.
Index Management Solutions first reported a position in Bank of America in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Bank of America position peaked at $2.05M in Q1 2014.
1,440 funds tracked by Wall St. Rank held Bank of America as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.