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Pacific Financial Group’s Bank of America BAC Stock Holding History

Pacific Financial Group’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
2015
Q1 		– Sell
-2,352
Closed -$42K – 62
2014
Q4 		$42K Buy
+2,352
New +$40.2K 0.01% 77

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pacific Financial Group's BAC Position: Q1 2015 in Review

Pacific Financial Group sold out of Bank of America (BAC) in Q1 2015, closing a stake of 2,352 shares — an estimated $42K sold.

Pacific Financial Group first reported a position in BAC in Q4 2014 and held it in 1 quarter. The position peaked at $42K in Q4 2014. 1,422 funds tracked by Wall St. Rank hold BAC as of Q1 2015.

  • Pacific Financial Group reported no remaining Bank of America position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 2,352 Bank of America shares in Q1 2015, an estimated $42K.
  • Pacific Financial Group first reported a position in Bank of America in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Bank of America position peaked at $42K in Q4 2014.
  • 1,422 funds tracked by Wall St. Rank held Bank of America as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.