LPL Financial’s Bank Of America Corporation Ws A BAC.WS.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-31,300
| Closed | -$401K | – | 3282 |
|
|
2018
Q4 | $401K | Sell |
31,300
-406
| -1% | -$6.22K | ﹤0.01% | 2224 |
|
|
2018
Q3 | $565K | Hold |
31,706
| – | – | ﹤0.01% | 2136 |
|
|
2018
Q2 | $517K | Hold |
31,706
| – | – | ﹤0.01% | 2170 |
|
|
2018
Q1 | $576K | Sell |
31,706
-500
| -2% | -$9.77K | ﹤0.01% | 2023 |
|
|
2017
Q4 | $566K | Buy |
32,206
+1,900
| +6% | +$29.5K | ﹤0.01% | 1956 |
|
|
2017
Q3 | $401K | Buy |
30,306
+12,100
| +66% | +$145K | ﹤0.01% | 2116 |
|
|
2017
Q2 | $219K | Hold |
18,206
| – | – | ﹤0.01% | 2519 |
|
|
2017
Q1 | $206K | Sell |
18,206
-223
| -1% | -$2.56K | ﹤0.01% | 2473 |
|
|
2016
Q4 | $190K | Hold |
18,429
| – | – | ﹤0.01% | 2491 |
|
|
2016
Q3 | $87K | Hold |
18,429
| – | – | ﹤0.01% | 2548 |
|
|
2016
Q2 | $57K | Sell |
18,429
-17,829
| -49% | -$68.5K | ﹤0.01% | 2553 |
|
|
2016
Q1 | $131K | Sell |
36,258
-200
| -0.5% | -$812 | ﹤0.01% | 2903 |
|
|
2015
Q4 | $201K | Buy |
36,458
+17,929
| +97% | +$109K | ﹤0.01% | 2823 |
|
|
2015
Q3 | $103K | Buy |
18,529
+4,406
| +31% | +$28.6K | ﹤0.01% | 2645 |
|
|
2015
Q2 | $86K | Buy |
+14,123
| New | +$83.1K | ﹤0.01% | 2769 |
|
LPL Financial's BAC.WS.A Position: Q1 2019 in Review
LPL Financial sold out of Bank Of America Corporation Ws A (BAC.WS.A) in Q1 2019, closing a stake of 31,300 shares — an estimated $401K sold.
LPL Financial first reported a position in BAC.WS.A in Q2 2015 and held it in 15 quarters. The position peaked at $576K in Q1 2018. 0 funds tracked by Wall St. Rank hold BAC.WS.A as of Q1 2019.
- LPL Financial reported no remaining Bank Of America Corporation Ws A position as of Q1 2019 after selling out during the quarter.
- LPL Financial sold 31,300 Bank Of America Corporation Ws A shares in Q1 2019, an estimated $401K.
- LPL Financial first reported a position in Bank Of America Corporation Ws A in Q2 2015 and held it in 15 quarters.
- LPL Financial's Bank Of America Corporation Ws A position peaked at $576K in Q1 2018.
- 0 funds tracked by Wall St. Rank held Bank Of America Corporation Ws A as of Q1 2019.
Based on LPL Financial's 13F filing for Q1 2019, filed 8 May 2019.