Optimum Investment Advisors’s Bank Of America Corporation Ws B BAC.WS.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,000
| Closed | -$3K | – | 1080 |
|
|
2018
Q3 | $3K | Hold |
10,000
| – | – | ﹤0.01% | 969 |
|
|
2018
Q2 | $6K | Hold |
10,000
| – | – | ﹤0.01% | 925 |
|
|
2018
Q1 | $20K | Hold |
10,000
| – | – | 0.01% | 711 |
|
|
2017
Q4 | $21K | Hold |
10,000
| – | – | 0.01% | 311 |
|
|
2017
Q3 | $8K | Hold |
10,000
| – | – | ﹤0.01% | 298 |
|
|
2017
Q2 | $8K | Hold |
10,000
| – | – | ﹤0.01% | 294 |
|
|
2017
Q1 | $9K | Hold |
10,000
| – | – | ﹤0.01% | 286 |
|
|
2016
Q4 | $10K | Hold |
10,000
| – | – | ﹤0.01% | 275 |
|
|
2016
Q3 | $1K | Sell |
10,000
-115,000
| -92% | -$10.8K | ﹤0.01% | 287 |
|
|
2016
Q2 | $10K | Hold |
125,000
| – | – | ﹤0.01% | 275 |
|
|
2016
Q1 | $25K | Hold |
125,000
| – | – | 0.01% | 267 |
|
|
2015
Q4 | $34K | Hold |
125,000
| – | – | 0.01% | 275 |
|
|
2015
Q3 | $35K | Buy |
+125,000
| New | +$52.5K | 0.01% | 271 |
|
|
2015
Q1 | $65K | Hold |
125,000
| – | – | 0.02% | 458 |
|
|
2014
Q4 | $89K | Hold |
125,000
| – | – | 0.03% | 391 |
|
|
2014
Q3 | $120K | Hold |
125,000
| – | – | 0.04% | 327 |
|
|
2014
Q2 | $94K | Hold |
125,000
| – | – | 0.03% | 356 |
|
|
2014
Q1 | $113K | Buy |
125,000
+10,000
| +9% | +$8.92K | 0.04% | 285 |
|
|
2013
Q4 | $89K | Hold |
115,000
| – | – | 0.03% | 309 |
|
|
2013
Q3 | $91K | Buy |
+115,000
| New | +$94.9K | 0.04% | 290 |
|
Optimum Investment Advisors's BAC.WS.B Position: Q4 2018 in Review
Optimum Investment Advisors sold out of Bank Of America Corporation Ws B (BAC.WS.B) in Q4 2018, closing a stake of 10,000 shares — an estimated $3K sold.
Optimum Investment Advisors first reported a position in BAC.WS.B in Q3 2013 and held it in 20 quarters. The position peaked at $120K in Q3 2014. 0 funds tracked by Wall St. Rank hold BAC.WS.B as of Q4 2018.
- Optimum Investment Advisors reported no remaining Bank Of America Corporation Ws B position as of Q4 2018 after selling out during the quarter.
- Optimum Investment Advisors sold 10,000 Bank Of America Corporation Ws B shares in Q4 2018, an estimated $3K.
- Optimum Investment Advisors first reported a position in Bank Of America Corporation Ws B in Q3 2013 and held it in 20 quarters.
- Optimum Investment Advisors's Bank Of America Corporation Ws B position peaked at $120K in Q3 2014.
- 0 funds tracked by Wall St. Rank held Bank Of America Corporation Ws B as of Q4 2018.
Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.