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MYCIO Wealth Partners’s Bank of America BAC Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-26,114
Closed -$920K – 60
2019
Q4 		$920K Buy
26,114
+2,468
+10% +$79.8K 0.06% 137
2019
Q3 		$690K Sell
23,646
-1,531
-6% -$44K 0.05% 145
2019
Q2 		$730K Buy
25,177
+2,915
+13% +$84.1K 0.06% 135
2019
Q1 		$614K Sell
22,262
-961
-4% -$27.2K 0.05% 138
2018
Q4 		$572K Sell
23,223
-1,326
-5% -$36K 0.05% 138
2018
Q3 		$723K Buy
24,549
+5
+0% +$152 0.07% 122
2018
Q2 		$692K Buy
24,544
+2,106
+9% +$62.8K 0.07% 121
2018
Q1 		$673K Sell
22,438
-5,814
-21% -$183K 0.08% 101
2017
Q4 		$834K Buy
28,252
+3,142
+13% +$86.6K 0.09% 93
2017
Q3 		$636K Buy
25,110
+1,005
+4% +$24.4K 0.07% 115
2017
Q2 		$585K Sell
24,105
-14,431
-37% -$336K 0.07% 115
2017
Q1 		$909K Buy
38,536
+16,886
+78% +$401K 0.11% 85
2016
Q4 		$478K Buy
21,650
+997
+5% +$19.2K 0.06% 125
2016
Q3 		$323K Buy
20,653
+1,267
+7% +$18.9K 0.05% 128
2016
Q2 		$257K Buy
19,386
+237
+1% +$3.33K 0.04% 146
2016
Q1 		$259K Buy
19,149
+110
+0.6% +$1.49K 0.05% 139
2015
Q4 		$320K Sell
19,039
-202
-1% -$3.42K 0.06% 113
2015
Q3 		$300K Buy
19,241
+185
+1% +$3.11K 0.06% 109
2015
Q2 		$324K Buy
19,056
+1
+0% +$16 0.06% 111
2015
Q1 		$293K Buy
19,055
+602
+3% +$9.67K 0.06% 112
2014
Q4 		$330K Buy
18,453
+1,636
+10% +$28K 0.07% 102
2014
Q3 		$287K Sell
16,817
-1,399
-8% -$22.3K 0.07% 109
2014
Q2 		$280K Hold
18,216
– – 0.06% 112
2014
Q1 		$313K Buy
18,216
+1,001
+6% +$16.8K 0.08% 104
2013
Q4 		$268K Hold
17,215
– – 0.07% 116
2013
Q3 		$238K Sell
17,215
-37
-0.2% -$528 0.06% 112
2013
Q2 		$222K Buy
+17,252
New +$220K 0.06% 117

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MYCIO Wealth Partners's BAC Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Bank of America (BAC) in Q1 2020, closing a stake of 26,114 shares — an estimated $920K sold.

MYCIO Wealth Partners first reported a position in BAC in Q2 2013 and held it in 27 quarters. The position peaked at $920K in Q4 2019. 2,086 funds tracked by Wall St. Rank hold BAC as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Bank of America position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 26,114 Bank of America shares in Q1 2020, an estimated $920K.
  • MYCIO Wealth Partners first reported a position in Bank of America in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's Bank of America position peaked at $920K in Q4 2019.
  • 2,086 funds tracked by Wall St. Rank held Bank of America as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.