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Saddle Road Partners’s Bank of America BAC Stock Holding History

Saddle Road Partners’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
2016
Q4 		$271K Hold
12,277
– – 0.14% 95
2016
Q3 		$192K Hold
12,277
– – 0.11% 103
2016
Q2 		$163K Hold
12,277
– – 0.1% 105
2016
Q1 		$166K Hold
12,277
– – 0.11% 111
2015
Q4 		$207K Buy
+12,277
New +$208K 0.14% 109

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Saddle Road Partners's BAC Position: Q4 2016 in Review

Saddle Road Partners held its Bank of America (BAC) position steady in Q4 2016 at 12,277 shares worth $271K. The position accounts for 0.14% of the portfolio, ranked #95.

Saddle Road Partners first reported a position in BAC in Q4 2015 and has held it in 5 quarters since. 1,722 funds tracked by Wall St. Rank hold BAC as of Q4 2016.

  • Saddle Road Partners held 12,277 shares of Bank of America worth $271K as of Q4 2016.
  • Saddle Road Partners left its Bank of America share count unchanged in Q4 2016.
  • Bank of America made up 0.14% of Saddle Road Partners's portfolio in Q4 2016, its #95 holding.
  • Saddle Road Partners first reported a position in Bank of America in Q4 2015 and has held it in 5 quarters since.
  • 1,722 funds tracked by Wall St. Rank held Bank of America as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.