LWM
BAC icon

LBA Wealth Management’s Bank of America BAC Stock Holding History

LBA Wealth Management’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
Q1 		$797K Buy
33,771
+1,825
+6% +$43.3K 0.42% 44
2016
Q4 		$706K Sell
31,946
-1,350
-4% -$26K 0.39% 46
2016
Q3 		$521K Sell
33,296
-225
-0.7% -$3.35K 0.29% 58
2016
Q2 		$445K Buy
33,521
+2,300
+7% +$32.3K 0.25% 71
2016
Q1 		$422K Buy
31,221
+2,175
+7% +$29.4K 0.24% 70
2015
Q4 		$489K Buy
29,046
+5,335
+23% +$90.2K 0.28% 65
2015
Q3 		$369K Buy
23,711
+2,200
+10% +$37K 0.23% 79
2015
Q2 		$366K Buy
21,511
+1,125
+6% +$18.5K 0.23% 74
2015
Q1 		$314K Buy
20,386
+6,725
+49% +$108K 0.2% 84
2014
Q4 		$244K Buy
13,661
+7,200
+111% +$123K 0.16% 93
2014
Q3 		$110K Sell
6,461
-800
-11% -$12.7K 0.08% 133
2014
Q2 		$112K Sell
7,261
-425
-6% -$6.6K 0.09% 129
2014
Q1 		$140K Buy
7,686
+125
+2% +$2.1K 0.11% 103
2013
Q4 		$126K Buy
+7,561
New +$112K 0.1% 104

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

LBA Wealth Management's BAC Position: Q1 2017 in Review

LBA Wealth Management increased its Bank of America (BAC) stake by 5.7% in Q1 2017, buying an estimated $43.3K and bringing the position to 33,771 shares worth $797K. The position accounts for 0.42% of the portfolio, ranked #44.

LBA Wealth Management first reported a position in BAC in Q4 2013 and has held it in 14 quarters since. 1,759 funds tracked by Wall St. Rank hold BAC as of Q1 2017.

  • LBA Wealth Management held 33,771 shares of Bank of America worth $797K as of Q1 2017.
  • LBA Wealth Management bought 1,825 Bank of America shares in Q1 2017, an estimated $43.3K.
  • Bank of America made up 0.42% of LBA Wealth Management's portfolio in Q1 2017, its #44 holding.
  • LBA Wealth Management first reported a position in Bank of America in Q4 2013 and has held it in 14 quarters since.
  • 1,759 funds tracked by Wall St. Rank held Bank of America as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.