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Kissinger Financial Services’s Bank of America BAC Stock Holding History

Kissinger Financial 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
2017
Q2 		$444K Buy
18,328
+5,989
+49% +$140K 0.44% 50
2017
Q1 		$291K Buy
12,339
+1,865
+18% +$44.3K 0.3% 61
2016
Q4 		$231K Buy
+10,474
New +$202K 0.24% 69

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kissinger Financial Services's BAC Position: Q2 2017 in Review

Kissinger Financial Services increased its Bank of America (BAC) stake by 49% in Q2 2017, buying an estimated $140K and bringing the position to 18,328 shares worth $444K. The position accounts for 0.44% of the portfolio, ranked #50.

Kissinger Financial Services first reported a position in BAC in Q4 2016 and has held it in 3 quarters since. 1,761 funds tracked by Wall St. Rank hold BAC as of Q2 2017.

  • Kissinger Financial Services held 18,328 shares of Bank of America worth $444K as of Q2 2017.
  • Kissinger Financial Services bought 5,989 Bank of America shares in Q2 2017, an estimated $140K.
  • Bank of America made up 0.44% of Kissinger Financial Services's portfolio in Q2 2017, its #50 holding.
  • Kissinger Financial Services first reported a position in Bank of America in Q4 2016 and has held it in 3 quarters since.
  • 1,761 funds tracked by Wall St. Rank held Bank of America as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.