Partner Investment Management’s Bank of America BAC Stock Holding History

Partner Investment Management’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
2017 Q1	–	Sell	-9,875	Closed	-$218K	–	96
2016 Q4	$218K	Buy	+9,875	New	+$190K	0.29%	75
2015 Q1	–	Sell	-101,737	Closed	-$1.82M	–	86
2014 Q4	$1.82M	Buy	+101,737	New	+$1.74M	0.74%	41

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Partner Investment Management's BAC Position: Q1 2017 in Review

Partner Investment Management sold out of Bank of America (BAC) in Q1 2017, closing a stake of 9,875 shares — an estimated $218K sold.

Partner Investment Management first reported a position in BAC in Q4 2014 and held it in 2 quarters. The position peaked at $1.82M in Q4 2014. 1,759 funds tracked by Wall St. Rank hold BAC as of Q1 2017.

Partner Investment Management reported no remaining Bank of America position as of Q1 2017 after selling out during the quarter.
Partner Investment Management sold 9,875 Bank of America shares in Q1 2017, an estimated $218K.
Partner Investment Management first reported a position in Bank of America in Q4 2014 and held it in 2 quarters.
Partner Investment Management's Bank of America position peaked at $1.82M in Q4 2014.
1,759 funds tracked by Wall St. Rank held Bank of America as of Q1 2017.

Based on Partner Investment Management's 13F filing for Q1 2017, filed 15 May 2017.