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National Investment Services’s Bank of America BAC Stock Holding History

National Investment Services’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
2019
Q4 		– Sell
-48,557
Closed -$1.42M – 8
2019
Q3 		$1.42M Sell
48,557
-2,951
-6% -$84.9K 1.65% 25
2019
Q2 		$1.49M Sell
51,508
-2,990
-5% -$86.2K 1.72% 21
2019
Q1 		$1.5M Sell
54,498
-2,214
-4% -$62.6K 1.65% 26
2018
Q4 		$1.4M Sell
56,712
-1,479
-3% -$40.1K 1.62% 21
2018
Q3 		$1.71M Sell
58,191
-7,144
-11% -$218K 1.68% 26
2018
Q2 		$1.84M Sell
65,335
-287
-0.4% -$8.56K 1.72% 26
2018
Q1 		$1.97M Sell
65,622
-2,607
-4% -$81.9K 1.84% 22
2017
Q4 		$2.01M Sell
68,229
-5,038
-7% -$139K 1.94% 28
2017
Q3 		$1.86M Sell
73,267
-156
-0.2% -$3.79K 1.91% 32
2017
Q2 		$1.78M Sell
73,423
-4,831
-6% -$113K 1.87% 35
2017
Q1 		$1.85M Sell
78,254
-76,056
-49% -$1.8M 1.85% 34
2016
Q4 		$3.41M Sell
154,310
-2,005
-1% -$38.6K 3.76% 4
2016
Q3 		$2.45M Sell
156,315
-26,744
-15% -$398K 2.76% 16
2016
Q2 		$2.43M Buy
183,059
+56,185
+44% +$789K 2.77% 16
2016
Q1 		$1.72M Buy
126,874
+80,997
+177% +$1.09M 1.98% 32
2015
Q4 		$772K Sell
45,877
-103
-0.2% -$1.74K 0.88% 37
2015
Q3 		$716K Sell
45,980
-3,526
-7% -$59.3K 0.85% 37
2015
Q2 		$843K Sell
49,506
-2,812
-5% -$46.3K 0.88% 38
2015
Q1 		$805K Buy
52,318
+42,070
+411% +$676K 0.82% 37
2014
Q4 		$183K Sell
10,248
-219,528
-96% -$3.76M 1.73% 30
2014
Q3 		$3.92M Hold
229,776
– – 3.2% 7
2014
Q2 		$3.53M Buy
229,776
+104,695
+84% +$1.63M 2.87% 10
2014
Q1 		$2.15M Hold
125,081
– – 1.85% 28
2013
Q4 		$1.95M Hold
125,081
– – 1.52% 35
2013
Q3 		$1.73M Hold
125,081
– – 1.36% 39
2013
Q2 		$1.61M Buy
+125,081
New +$1.59M 1.33% 38

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

National Investment Services's BAC Position: Q4 2019 in Review

National Investment Services sold out of Bank of America (BAC) in Q4 2019, closing a stake of 48,557 shares — an estimated $1.42M sold.

National Investment Services first reported a position in BAC in Q2 2013 and held it in 26 quarters. The position peaked at $3.92M in Q3 2014. 2,305 funds tracked by Wall St. Rank hold BAC as of Q4 2019.

  • National Investment Services reported no remaining Bank of America position as of Q4 2019 after selling out during the quarter.
  • National Investment Services sold 48,557 Bank of America shares in Q4 2019, an estimated $1.42M.
  • National Investment Services first reported a position in Bank of America in Q2 2013 and held it in 26 quarters.
  • National Investment Services's Bank of America position peaked at $3.92M in Q3 2014.
  • 2,305 funds tracked by Wall St. Rank held Bank of America as of Q4 2019.

Based on National Investment Services's 13F filing for Q4 2019.