Peachtree Investment Advisors’s Bank of America BAC Stock Holding History

Peachtree Investment Advisors’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
2018 Q4	$410K	Buy	+16,655	New	+$452K	0.32%	52
2015 Q3	–	Sell	-118,809	Closed	-$2.02M	–	120
2015 Q2	$2.02M	Sell	118,809 -152	-0.1%	-$2.5K	1.51%	15
2015 Q1	$1.83M	Buy	118,961 +173	+0.1%	+$2.78K	1.31%	17
2014 Q4	$2.13M	Buy	118,788 +143	+0.1%	+$2.45K	1.42%	13
2014 Q3	$2.02M	Buy	118,645 +192	+0.2%	+$3.06K	1.35%	17
2014 Q2	$1.82M	Buy	118,453 +5,000	+4%	+$77.7K	1.22%	19
2014 Q1	$1.95M	Buy	113,453 +60,028	+112%	+$1.01M	1.33%	19
2013 Q4	$832K	Buy	+53,425	New	+$793K	0.57%	48

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Peachtree Investment Advisors's BAC Position: Q4 2018 in Review

Peachtree Investment Advisors opened a new position in Bank of America (BAC) in Q4 2018: 16,655 shares worth $410K. The stake represents 0.32% of the portfolio and ranks #52 among its holdings. This is a return to the name: Peachtree Investment Advisors previously reported a position in BAC as recently as Q2 2015.

Peachtree Investment Advisors first reported a position in BAC in Q4 2013 and has held it in 8 quarters since. The position peaked at $2.13M in Q4 2014. 2,064 funds tracked by Wall St. Rank hold BAC as of Q4 2018.

Peachtree Investment Advisors held 16,655 shares of Bank of America worth $410K as of Q4 2018.
Bank of America was a new Peachtree Investment Advisors position in Q4 2018.
Bank of America made up 0.32% of Peachtree Investment Advisors's portfolio in Q4 2018, its #52 holding.
Peachtree Investment Advisors first reported a position in Bank of America in Q4 2013 and has held it in 8 quarters since.
Peachtree Investment Advisors's Bank of America position peaked at $2.13M in Q4 2014.
2,064 funds tracked by Wall St. Rank held Bank of America as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.