O'Brien Wealth Partners’s Bank of America BAC Stock Holding History

O'Brien 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
2018 Q4	–	Sell	-884	Closed	-$26K	–	59
2018 Q3	$26K	Buy	+884	New	+$26.9K	0.02%	89
2018 Q2	–	Sell	-884	Closed	-$27K	–	103
2018 Q1	$27K	Buy	+884	New	+$27.8K	0.02%	75

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

O'Brien Wealth Partners's BAC Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Bank of America (BAC) in Q4 2018, closing a stake of 884 shares — an estimated $26K sold.

O'Brien Wealth Partners first reported a position in BAC in Q1 2018 and held it in 2 quarters. The position peaked at $27K in Q1 2018. 2,065 funds tracked by Wall St. Rank hold BAC as of Q4 2018.

O'Brien Wealth Partners reported no remaining Bank of America position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 884 Bank of America shares in Q4 2018, an estimated $26K.
O'Brien Wealth Partners first reported a position in Bank of America in Q1 2018 and held it in 2 quarters.
O'Brien Wealth Partners's Bank of America position peaked at $27K in Q1 2018.
2,065 funds tracked by Wall St. Rank held Bank of America as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.