Sanchez Wealth Management Group’s Bank of America BAC Stock Holding History

Sanchez Wealth Management Group’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	–	Sell	-8,876	Closed	-$263K	–	24
2018 Q3	$263K	Buy	8,876 +40	+0.5%	+$1.22K	0.27%	19
2018 Q2	$249K	Buy	8,836 +37	+0.4%	+$1.1K	0.24%	20
2018 Q1	$258K	Buy	8,799 +36	+0.4%	+$1.13K	0.26%	21
2017 Q4	$264K	Buy	+8,763	New	+$242K	0.27%	21

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

Sanchez Wealth Management Group's BAC Position: Q4 2018 in Review

Sanchez Wealth Management Group sold out of Bank of America (BAC) in Q4 2018, closing a stake of 8,876 shares — an estimated $263K sold.

Sanchez Wealth Management Group first reported a position in BAC in Q4 2017 and held it in 4 quarters. The position peaked at $264K in Q4 2017. 2,064 funds tracked by Wall St. Rank hold BAC as of Q4 2018.

Sanchez Wealth Management Group reported no remaining Bank of America position as of Q4 2018 after selling out during the quarter.
Sanchez Wealth Management Group sold 8,876 Bank of America shares in Q4 2018, an estimated $263K.
Sanchez Wealth Management Group first reported a position in Bank of America in Q4 2017 and held it in 4 quarters.
Sanchez Wealth Management Group's Bank of America position peaked at $264K in Q4 2017.
2,064 funds tracked by Wall St. Rank held Bank of America as of Q4 2018.

Based on Sanchez Wealth Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.