Lee Capital Management’s Bank of America BAC Stock Holding History

Lee Capital 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
2018 Q1	$1.5M	Hold	50,000	–	–	1.13%	34
2017 Q4	$1.48M	Hold	50,000	–	–	1.26%	32
2017 Q3	$1.27M	Hold	50,000	–	–	1.03%	45
2017 Q2	$1.21M	Hold	50,000	–	–	1.08%	41
2017 Q1	$1.18M	Hold	50,000	–	–	1.06%	44
2016 Q4	$1.1M	Buy	+50,000	New	+$963K	1.04%	40

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

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

Norges Bank Oslo, Norway $935B AUM

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

Lee Capital Management's BAC Position: Q1 2018 in Review

Lee Capital Management held its Bank of America (BAC) position steady in Q1 2018 at 50,000 shares worth $1.5M. The position accounts for 1.13% of the portfolio, ranked #34.

Lee Capital Management first reported a position in BAC in Q4 2016 and has held it in 6 quarters since. 2,027 funds tracked by Wall St. Rank hold BAC as of Q1 2018.

Lee Capital Management held 50,000 shares of Bank of America worth $1.5M as of Q1 2018.
Lee Capital Management left its Bank of America share count unchanged in Q1 2018.
Bank of America made up 1.13% of Lee Capital Management's portfolio in Q1 2018, its #34 holding.
Lee Capital Management first reported a position in Bank of America in Q4 2016 and has held it in 6 quarters since.
2,027 funds tracked by Wall St. Rank held Bank of America as of Q1 2018.

Based on Lee Capital Management's 13F filing for Q1 2018, filed 11 May 2018.