Joel Isaacson & Co’s Bank Of America Corporation BML.PRI.CL Stock Holding History

Joel Isaacson & Co’s Portfolio BML.PRI.CL Stock Details BML.PRI.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-166	Closed	-$4K	–	726
2016 Q3	$4K	Buy	+166	New	+$4.28K	﹤0.01%	642
2016 Q2	–	Sell	-166	Closed	-$4K	–	791
2016 Q1	$4K	Hold	166	–	–	﹤0.01%	686
2015 Q4	$4K	Hold	166	–	–	﹤0.01%	644
2015 Q3	$4K	Buy	+166	New	+$4.2K	﹤0.01%	648
2015 Q1	–	Sell	-166	Closed	-$4K	–	736
2014 Q4	$4K	Buy	+166	New	+$4.17K	﹤0.01%	553

Other funds holding BML.PRI.CL

ECM

Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Joel Isaacson & Co's BML.PRI.CL Position: Q4 2016 in Review

Joel Isaacson & Co sold out of Bank Of America Corporation (BML.PRI.CL) in Q4 2016, closing a stake of 166 shares — an estimated $4K sold.

Joel Isaacson & Co first reported a position in BML.PRI.CL in Q4 2014 and held it in 5 quarters. The position peaked at $4K in Q3 2016. 5 funds tracked by Wall St. Rank hold BML.PRI.CL as of Q4 2016.

Joel Isaacson & Co reported no remaining Bank Of America Corporation position as of Q4 2016 after selling out during the quarter.
Joel Isaacson & Co sold 166 Bank Of America Corporation shares in Q4 2016, an estimated $4K.
Joel Isaacson & Co first reported a position in Bank Of America Corporation in Q4 2014 and held it in 5 quarters.
Joel Isaacson & Co's Bank Of America Corporation position peaked at $4K in Q3 2016.
5 funds tracked by Wall St. Rank held Bank Of America Corporation as of Q4 2016.

Based on Joel Isaacson & Co's 13F filing for Q4 2016, filed 24 Jan 2017.