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

Lyons 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	–	Sell	-56,833	Closed	-$1.26M	–	49
2016 Q4	$1.26M	Hold	56,833	–	–	1.71%	7
2016 Q3	$890K	Hold	56,833	–	–	1.23%	12
2016 Q2	$755K	Sell	56,833 -3,500	-6%	-$49.2K	1.14%	24
2016 Q1	$815K	Hold	60,333	–	–	1.17%	24
2015 Q4	$1.02M	Sell	60,333 -1,026	-2%	-$17.4K	1.3%	9
2015 Q3	$956K	Buy	61,359 +833	+1%	+$14K	1.23%	13
2015 Q2	$1.03M	Hold	60,526	–	–	1.17%	14
2015 Q1	$932K	Sell	60,526 -3,000	-5%	-$48.2K	1.01%	30
2014 Q4	$1.14M	Hold	63,526	–	–	1.19%	18
2014 Q3	$1.08M	Sell	63,526 -400	-0.6%	-$6.37K	1.15%	17
2014 Q2	$983K	Buy	63,926 +400	+0.6%	+$6.21K	0.88%	27
2014 Q1	$1.09M	Hold	63,526	–	–	0.96%	13
2013 Q4	$989K	Sell	63,526 -450	-0.7%	-$6.67K	0.93%	12
2013 Q3	$883K	Sell	63,976 -11,792	-16%	-$168K	0.8%	14
2013 Q2	$975K	Buy	+75,768	New	+$966K	0.99%	13

Other funds holding BAC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Lyons Wealth Management sold out of Bank of America (BAC) in Q1 2017, closing a stake of 56,833 shares — an estimated $1.26M sold.

Lyons Wealth Management first reported a position in BAC in Q2 2013 and held it in 15 quarters. The position peaked at $1.26M in Q4 2016. 1,759 funds tracked by Wall St. Rank hold BAC as of Q1 2017.

Lyons Wealth Management reported no remaining Bank of America position as of Q1 2017 after selling out during the quarter.
Lyons Wealth Management sold 56,833 Bank of America shares in Q1 2017, an estimated $1.26M.
Lyons Wealth Management first reported a position in Bank of America in Q2 2013 and held it in 15 quarters.
Lyons Wealth Management's Bank of America position peaked at $1.26M in Q4 2016.
1,759 funds tracked by Wall St. Rank held Bank of America as of Q1 2017.

Based on Lyons Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.