PFA
BAC.PRD.CL

Paradigm Financial Advisors’s Bank Of America Corp BAC.PRD.CL Stock Holding History

Paradigm Financial Advisors’s Portfolio BAC.PRD.CL Stock Details BAC.PRD.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-7,080
Closed -$174K – 245
2014
Q1 		$174K Hold
7,080
– – 0.16% 79
2013
Q4 		$171K Buy
+7,080
New +$171K 0.17% 78

Other funds holding BAC.PRD.CL

FIMS
FBL Investment Management Services West Des Moines, Iowa $40.4M AUM 15.93% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return
WRM
Westport Resources Management Westport, Connecticut $138M AUM 14.6% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Paradigm Financial Advisors's BAC.PRD.CL Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Bank Of America Corp (BAC.PRD.CL) in Q2 2014, closing a stake of 7,080 shares — an estimated $174K sold.

Paradigm Financial Advisors first reported a position in BAC.PRD.CL in Q4 2013 and held it in 2 quarters. The position peaked at $174K in Q1 2014. 7 funds tracked by Wall St. Rank hold BAC.PRD.CL as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Bank Of America Corp position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 7,080 Bank Of America Corp shares in Q2 2014, an estimated $174K.
  • Paradigm Financial Advisors first reported a position in Bank Of America Corp in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Bank Of America Corp position peaked at $174K in Q1 2014.
  • 7 funds tracked by Wall St. Rank held Bank Of America Corp as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.