Miller Investment Management’s Bank of America BAC Stock Holding History

Miller Investment 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 Q3	–	Sell	-37,675	Closed	-$1.06M	–	81
2018 Q2	$1.06M	Hold	37,675	–	–	0.32%	38
2018 Q1	$1.13M	Hold	37,675	–	–	0.37%	34
2017 Q4	$1.11M	Hold	37,675	–	–	0.34%	36
2017 Q3	$955K	Hold	37,675	–	–	0.31%	37
2017 Q2	$914K	Hold	37,675	–	–	0.32%	35
2017 Q1	$889K	Sell	37,675 -9,740	-21%	-$231K	0.32%	35
2016 Q4	$1.05M	Hold	47,415	–	–	0.34%	34
2016 Q3	$742K	Hold	47,415	–	–	0.26%	38
2016 Q2	$629K	Buy	+47,415	New	+$666K	0.24%	41
2015 Q1	–	Sell	-60,160	Closed	-$1.08M	–	71
2014 Q4	$1.08M	Hold	60,160	–	–	0.41%	32
2014 Q3	$1.03M	Hold	60,160	–	–	0.49%	34
2014 Q2	$925K	Hold	60,160	–	–	0.41%	37
2014 Q1	$1.03M	Hold	60,160	–	–	0.58%	36
2013 Q4	$937K	Hold	60,160	–	–	0.52%	38
2013 Q3	$830K	Hold	60,160	–	–	0.5%	38
2013 Q2	$774K	Buy	+60,160	New	+$767K	0.55%	38

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

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

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

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

Miller Investment Management's BAC Position: Q3 2018 in Review

Miller Investment Management sold out of Bank of America (BAC) in Q3 2018, closing a stake of 37,675 shares — an estimated $1.06M sold.

Miller Investment Management first reported a position in BAC in Q2 2013 and held it in 16 quarters. The position peaked at $1.13M in Q1 2018. 2,018 funds tracked by Wall St. Rank hold BAC as of Q3 2018.

Miller Investment Management reported no remaining Bank of America position as of Q3 2018 after selling out during the quarter.
Miller Investment Management sold 37,675 Bank of America shares in Q3 2018, an estimated $1.06M.
Miller Investment Management first reported a position in Bank of America in Q2 2013 and held it in 16 quarters.
Miller Investment Management's Bank of America position peaked at $1.13M in Q1 2018.
2,018 funds tracked by Wall St. Rank held Bank of America as of Q3 2018.

Based on Miller Investment Management's 13F filing for Q3 2018, filed 7 Nov 2018.