Kovitz Investment Group’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
$60.1M Sell
2015
Q3
$57M Sell
2015
Q2
$62.6M Sell
2015
Q1
$58M Sell
2014
Q4
$68.2M Sell
2014
Q3
$65.6M Buy
2014
Q2
$57.4M Sell
2014
Q1
$51.8M Sell
2013
Q4
$74.9M Sell
2013
Q3
$71.8M Buy
2013
Q2
$65.9M Buy