INR Advisory Services’s Bank of America BAC Stock Holding History

INR Advisory 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
2019 Q1	$1K	Hold	53	–	–	﹤0.01%	61
2018 Q4	$1K	Buy	53 +1	+2%	+$27	﹤0.01%	64
2018 Q3	$2K	Hold	52	–	–	﹤0.01%	40
2018 Q2	$1K	Hold	52	–	–	﹤0.01%	90
2018 Q1	$2K	Hold	52	–	–	﹤0.01%	57
2017 Q4	$2K	Hold	52	–	–	﹤0.01%	54
2017 Q3	$1K	Buy	52 +1	+2%	+$24	﹤0.01%	56
2017 Q2	$1K	Sell	51 -66,342	-100%	-$1.55M	﹤0.01%	97
2017 Q1	$1.57M	Hold	66,393	–	–	0.25%	12
2016 Q4	$1.47M	Sell	66,393 -24,035	-27%	-$463K	0.24%	13
2016 Q3	$1.42M	Hold	90,428	–	–	0.25%	13
2016 Q2	$1.2M	Hold	90,428	–	–	0.22%	15
2016 Q1	$1.22M	Buy	90,428 +51	+0.1%	+$688	0.23%	12
2015 Q4	$1.52M	Buy	90,377 +9,000	+11%	+$152K	0.29%	10
2015 Q3	$1.27M	Sell	81,377 -100	-0.1%	-$1.68K	0.26%	10
2015 Q2	$1.39M	Buy	81,477 +100	+0.1%	+$1.65K	0.27%	10
2015 Q1	$1.25M	Sell	81,377 -1,500	-2%	-$24.1K	0.22%	11
2014 Q4	$1.48M	Sell	82,877 -6,400	-7%	-$110K	0.28%	8
2014 Q3	$1.52M	Hold	89,277	–	–	0.31%	9
2014 Q2	$1.37M	Sell	89,277 -1,800	-2%	-$28K	0.28%	10
2014 Q1	$1.57M	Sell	91,077 -38,265	-30%	-$644K	0.35%	10
2013 Q4	$2.01M	Hold	129,342	–	–	0.47%	10
2013 Q3	$1.78M	Hold	129,342	–	–	0.47%	10
2013 Q2	$1.66M	Buy	+129,342	New	+$1.65M	0.46%	10

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

INR Advisory Services's BAC Position: Q1 2019 in Review

INR Advisory Services held its Bank of America (BAC) position steady in Q1 2019 at 53 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #61.

INR Advisory Services first reported a position in BAC in Q2 2013 and has held it in 24 quarters since. The position peaked at $2.01M in Q4 2013. 2,105 funds tracked by Wall St. Rank hold BAC as of Q1 2019.

INR Advisory Services held 53 shares of Bank of America worth $1K as of Q1 2019.
INR Advisory Services left its Bank of America share count unchanged in Q1 2019.
Bank of America made up ﹤0.01% of INR Advisory Services's portfolio in Q1 2019, its #61 holding.
INR Advisory Services first reported a position in Bank of America in Q2 2013 and has held it in 24 quarters since.
INR Advisory Services's Bank of America position peaked at $2.01M in Q4 2013.
2,105 funds tracked by Wall St. Rank held Bank of America as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.