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Palisades Investment Partners’s Bank of America BAC Stock Holding History

Palisades Investment 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
2014
Q2 		$919K Sell
59,800
-40,700
-40% -$632K 1.64% 19
2014
Q1 		$1.73M Hold
100,500
– – 1.87% 13
2013
Q4 		$1.67M Sell
100,500
-32,000
-24% -$475K 1.84% 18
2013
Q3 		$1.83M Hold
132,500
– – 1.72% 19
2013
Q2 		$1.7M Buy
+132,500
New +$1.69M 1.69% 20

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Palisades Investment Partners's BAC Position: Q2 2014 in Review

Palisades Investment Partners reduced its Bank of America (BAC) stake by 40% in Q2 2014, selling an estimated $632K and leaving 59,800 shares worth $919K. The position accounts for 1.64% of the portfolio, ranked #19.

Palisades Investment Partners first reported a position in BAC in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.83M in Q3 2013. 1,331 funds tracked by Wall St. Rank hold BAC as of Q2 2014.

  • Palisades Investment Partners held 59,800 shares of Bank of America worth $919K as of Q2 2014.
  • Palisades Investment Partners sold 40,700 Bank of America shares in Q2 2014, an estimated $632K.
  • Bank of America made up 1.64% of Palisades Investment Partners's portfolio in Q2 2014, its #19 holding.
  • Palisades Investment Partners first reported a position in Bank of America in Q2 2013 and has held it in 5 quarters since.
  • Palisades Investment Partners's Bank of America position peaked at $1.83M in Q3 2013.
  • 1,331 funds tracked by Wall St. Rank held Bank of America as of Q2 2014.

Based on Palisades Investment Partners's 13F filing for Q2 2014, filed 28 Jul 2014.