KWMG LLC’s Bank of America BAC Stock Holding History

KWMG LLC’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
2019 Q2	–	Sell	-453	Closed	-$12K	–	140
2019 Q1	$12K	Sell	453 -152	-25%	-$4.3K	﹤0.01%	266
2018 Q4	$15K	Buy	605 +3	+0.5%	+$81	﹤0.01%	248
2018 Q3	$18K	Buy	602 +1	+0.2%	+$30	﹤0.01%	235
2018 Q2	$17K	Buy	+601	New	+$17.9K	﹤0.01%	235

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

KWMG LLC's BAC Position: Q2 2019 in Review

KWMG LLC sold out of Bank of America (BAC) in Q2 2019, closing a stake of 453 shares — an estimated $12K sold.

KWMG LLC first reported a position in BAC in Q2 2018 and held it in 4 quarters. The position peaked at $18K in Q3 2018. 2,087 funds tracked by Wall St. Rank hold BAC as of Q2 2019.

KWMG LLC reported no remaining Bank of America position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 453 Bank of America shares in Q2 2019, an estimated $12K.
KWMG LLC first reported a position in Bank of America in Q2 2018 and held it in 4 quarters.
KWMG LLC's Bank of America position peaked at $18K in Q3 2018.
2,087 funds tracked by Wall St. Rank held Bank of America as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.