Next Financial Group’s Bank Of America Corporation Ws B BAC.WS.B Stock Holding History

Next Financial Group’s Portfolio BAC.WS.B Stock Details BAC.WS.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,000	Closed	-$1K	–	1687
2017 Q3	$1K	Hold	1,000	–	–	﹤0.01%	1728
2017 Q2	$1K	Hold	1,000	–	–	﹤0.01%	1880
2017 Q1	$1K	Sell	1,000 -1,000	-50%	-$1.09K	﹤0.01%	1848
2016 Q4	$2K	Hold	2,000	–	–	﹤0.01%	2226
2016 Q3	$0	Buy	2,000 +1,000	+100%	+$94	﹤0.01%	2480
2016 Q2	$0	Hold	1,000	–	–	﹤0.01%	1906
2016 Q1	$0	Hold	1,000	–	–	﹤0.01%	1933
2015 Q4	$0	Hold	1,000	–	–	﹤0.01%	2008
2015 Q3	$0	Hold	1,000	–	–	﹤0.01%	2023
2015 Q2	$0	Hold	1,000	–	–	﹤0.01%	2019
2015 Q1	$0	Hold	1,000	–	–	﹤0.01%	2014
2014 Q4	$1K	Sell	1,000 -1,000	-50%	-$831	﹤0.01%	1857
2014 Q3	$2K	Hold	2,000	–	–	﹤0.01%	2363
2014 Q2	$1K	Buy	+2,000	New	+$1.56K	﹤0.01%	1183

Other funds holding BAC.WS.B

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

JCP

Jabre Capital Partners Geneva, Switzerland $87.8M AUM 5.24% 1-Year Est. Return

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

SCP

Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

Next Financial Group's BAC.WS.B Position: Q4 2017 in Review

Next Financial Group sold out of Bank Of America Corporation Ws B (BAC.WS.B) in Q4 2017, closing a stake of 1,000 shares — an estimated $1K sold.

Next Financial Group first reported a position in BAC.WS.B in Q2 2014 and held it in 14 quarters. The position peaked at $2K in Q4 2016. 41 funds tracked by Wall St. Rank hold BAC.WS.B as of Q4 2017.

Next Financial Group reported no remaining Bank Of America Corporation Ws B position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 1,000 Bank Of America Corporation Ws B shares in Q4 2017, an estimated $1K.
Next Financial Group first reported a position in Bank Of America Corporation Ws B in Q2 2014 and held it in 14 quarters.
Next Financial Group's Bank Of America Corporation Ws B position peaked at $2K in Q4 2016.
41 funds tracked by Wall St. Rank held Bank Of America Corporation Ws B as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.