Oak Point Wealth Management’s Bank of America BAC Stock Holding History

Oak Point Wealth 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 Q1	$5K	Sell	184 -16,451	-99%	-$517K	0.01%	171
2017 Q4	$491K	Buy	+16,635	New	+$459K	0.48%	56

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

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

Norges Bank Oslo, Norway $935B AUM

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

Oak Point Wealth Management's BAC Position: Q1 2018 in Review

Oak Point Wealth Management reduced its Bank of America (BAC) stake by 99% in Q1 2018, selling an estimated $517K and leaving 184 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #171.

Oak Point Wealth Management first reported a position in BAC in Q4 2017 and has held it in 2 quarters since. The position peaked at $491K in Q4 2017. 2,027 funds tracked by Wall St. Rank hold BAC as of Q1 2018.

Oak Point Wealth Management held 184 shares of Bank of America worth $5K as of Q1 2018.
Oak Point Wealth Management sold 16,451 Bank of America shares in Q1 2018, an estimated $517K.
Bank of America made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #171 holding.
Oak Point Wealth Management first reported a position in Bank of America in Q4 2017 and has held it in 2 quarters since.
Oak Point Wealth Management's Bank of America position peaked at $491K in Q4 2017.
2,027 funds tracked by Wall St. Rank held Bank of America as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.