IWMPD
BAC.WS.A

Integrated Wealth Management (Palm Desert)’s Bank Of America Corporation Ws A BAC.WS.A Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-1,500
Closed -$7K – 1180
2016
Q3 		$7K Buy
+1,500
New +$6.22K ﹤0.01% 849

Other funds holding BAC.WS.A

TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.21% 1-Year Est. Return
JCM
JD Capital Management Darien, Connecticut $232M AUM 54.6% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.42% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $817M AUM 20.89% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BAC.WS.A Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Bank Of America Corporation Ws A (BAC.WS.A) in Q4 2016, closing a stake of 1,500 shares — an estimated $7K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BAC.WS.A in Q3 2016 and held it in 1 quarter. The position peaked at $7K in Q3 2016. 80 funds tracked by Wall St. Rank hold BAC.WS.A as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Bank Of America Corporation Ws A position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,500 Bank Of America Corporation Ws A shares in Q4 2016, an estimated $7K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Bank Of America Corporation Ws A in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Bank Of America Corporation Ws A position peaked at $7K in Q3 2016.
  • 80 funds tracked by Wall St. Rank held Bank Of America Corporation Ws A as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.