RGT Wealth Advisors’s Bank of America BAC Stock Holding History

RGT Wealth 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 Q2	–	Sell	-25,256	Closed	-$757K	–	46
2018 Q1	$757K	Buy	25,256 +371	+1%	+$11.7K	0.36%	32
2017 Q4	$735K	Buy	24,885 +14,957	+151%	+$412K	0.39%	33
2017 Q3	$252K	Buy	9,928 +38	+0.4%	+$922	0.17%	75
2017 Q2	$240K	Buy	+9,890	New	+$231K	0.16%	69
2017 Q1	–	Sell	-12,245	Closed	-$270K	–	105
2016 Q4	$270K	Sell	12,245 -3,325	-21%	-$64K	0.15%	87
2016 Q3	$244K	Buy	+15,570	New	+$232K	0.15%	87

Other funds holding BAC

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

RGT Wealth Advisors's BAC Position: Q2 2018 in Review

RGT Wealth Advisors sold out of Bank of America (BAC) in Q2 2018, closing a stake of 25,256 shares — an estimated $757K sold.

RGT Wealth Advisors first reported a position in BAC in Q3 2016 and held it in 6 quarters. The position peaked at $757K in Q1 2018. 2,003 funds tracked by Wall St. Rank hold BAC as of Q2 2018.

RGT Wealth Advisors reported no remaining Bank of America position as of Q2 2018 after selling out during the quarter.
RGT Wealth Advisors sold 25,256 Bank of America shares in Q2 2018, an estimated $757K.
RGT Wealth Advisors first reported a position in Bank of America in Q3 2016 and held it in 6 quarters.
RGT Wealth Advisors's Bank of America position peaked at $757K in Q1 2018.
2,003 funds tracked by Wall St. Rank held Bank of America as of Q2 2018.

Based on RGT Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.