Institute for Wealth Management’s Bank Of America Corporation Ws A BAC.WS.A Stock Holding History

Institute for Wealth Management’s Portfolio BAC.WS.A Stock Details BAC.WS.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-33,015	Closed	-$423K	–	476
2018 Q4	$423K	Hold	33,015	–	–	0.17%	164
2018 Q3	$605K	Buy	33,015 +2,000	+6%	+$37.4K	0.2%	146
2018 Q2	$506K	Sell	31,015 -2,000	-6%	-$36K	0.16%	163
2018 Q1	$595K	Hold	33,015	–	–	0.18%	175
2017 Q4	$580K	Hold	33,015	–	–	0.13%	200
2017 Q3	$436K	Hold	33,015	–	–	0.14%	194
2017 Q2	$397K	Buy	+33,015	New	+$366K	0.11%	261

Institute for Wealth Management's BAC.WS.A Position: Q1 2019 in Review

Institute for Wealth Management sold out of Bank Of America Corporation Ws A (BAC.WS.A) in Q1 2019, closing a stake of 33,015 shares — an estimated $423K sold.

Institute for Wealth Management first reported a position in BAC.WS.A in Q2 2017 and held it in 7 quarters. The position peaked at $605K in Q3 2018. 0 funds tracked by Wall St. Rank hold BAC.WS.A as of Q1 2019.

Institute for Wealth Management reported no remaining Bank Of America Corporation Ws A position as of Q1 2019 after selling out during the quarter.
Institute for Wealth Management sold 33,015 Bank Of America Corporation Ws A shares in Q1 2019, an estimated $423K.
Institute for Wealth Management first reported a position in Bank Of America Corporation Ws A in Q2 2017 and held it in 7 quarters.
Institute for Wealth Management's Bank Of America Corporation Ws A position peaked at $605K in Q3 2018.
0 funds tracked by Wall St. Rank held Bank Of America Corporation Ws A as of Q1 2019.

Based on Institute for Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.