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MC
Miles Capital’s
Bank of America
BAC
Stock Holding History
Miles Capital’s Portfolio
BAC Stock Details
BAC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
-25,671
Closed
-$904K
–
140
2019
Q4
$904K
Sell
25,671
-706
-3%
-$22.8K
0.73%
35
2019
Q3
$769K
Sell
26,377
-53
-0.2%
-$1.52K
0.63%
41
2019
Q2
$766K
Buy
26,430
+2,654
+11%
+$76.5K
0.63%
47
2019
Q1
$656K
Sell
23,776
-1,424
-6%
-$40.2K
0.57%
56
2018
Q4
$621K
Buy
25,200
+606
+2%
+$16.4K
0.61%
52
2018
Q3
$725K
Buy
24,594
+2,388
+11%
+$72.7K
0.59%
52
2018
Q2
$626K
Sell
22,206
-259
-1%
-$7.73K
0.39%
58
2018
Q1
$674K
Buy
22,465
+5,804
+35%
+$182K
0.37%
56
2017
Q4
$492K
Sell
16,661
-975
-6%
-$26.9K
0.29%
63
2017
Q3
$447K
Sell
17,636
-1,453
-8%
-$35.3K
0.25%
64
2017
Q2
$463K
Buy
19,089
+1,053
+6%
+$24.6K
0.25%
68
2017
Q1
$425K
Buy
18,036
+6,093
+51%
+$145K
0.24%
68
2016
Q4
$264K
Buy
+11,943
New
+$230K
0.16%
99
2015
Q2
–
Sell
-30,451
Closed
-$469K
–
159
2015
Q1
$469K
Sell
30,451
-56,646
-65%
-$910K
0.28%
88
2014
Q4
$1.56M
Buy
87,097
+268
+0.3%
+$4.59K
0.84%
32
2014
Q3
$1.48M
Buy
86,829
+15,281
+21%
+$243K
0.78%
37
2014
Q2
$1.1M
Buy
+71,548
New
+$1.11M
0.56%
53
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1-Year Est. Return
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27.45%
1-Year Est. Return
BlackRock
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$5.7T AUM
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
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$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
$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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