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R&F Capital Advisors’s Bank of America BAC Stock Holding History

R&F Capital 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
2017
Q1 		$3.76M Buy
159,336
+81,132
+104% +$1.93M 0.97% 4
2016
Q4 		$1.73M Buy
+78,204
New +$1.51M 0.61% 27

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

R&F Capital Advisors's BAC Position: Q1 2017 in Review

R&F Capital Advisors increased its Bank of America (BAC) stake by 104% in Q1 2017, buying an estimated $1.93M and bringing the position to 159,336 shares worth $3.76M. The position accounts for 0.97% of the portfolio, ranked #4.

R&F Capital Advisors first reported a position in BAC in Q4 2016 and has held it in 2 quarters since. 1,760 funds tracked by Wall St. Rank hold BAC as of Q1 2017.

  • R&F Capital Advisors held 159,336 shares of Bank of America worth $3.76M as of Q1 2017.
  • R&F Capital Advisors bought 81,132 Bank of America shares in Q1 2017, an estimated $1.93M.
  • Bank of America made up 0.97% of R&F Capital Advisors's portfolio in Q1 2017, its #4 holding.
  • R&F Capital Advisors first reported a position in Bank of America in Q4 2016 and has held it in 2 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Bank of America as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.