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Sensible Financial Planning & Management’s Bank of America BAC Stock Holding History

Sensible Financial Planning & Management’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
2015
Q4 		– Sell
-315
Closed -$5K – 84
2015
Q3 		$5K Buy
+315
New +$5.3K ﹤0.01% 66

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sensible Financial Planning & Management's BAC Position: Q4 2015 in Review

Sensible Financial Planning & Management sold out of Bank of America (BAC) in Q4 2015, closing a stake of 315 shares — an estimated $5K sold.

Sensible Financial Planning & Management first reported a position in BAC in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 1,524 funds tracked by Wall St. Rank hold BAC as of Q4 2015.

  • Sensible Financial Planning & Management reported no remaining Bank of America position as of Q4 2015 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 315 Bank of America shares in Q4 2015, an estimated $5K.
  • Sensible Financial Planning & Management first reported a position in Bank of America in Q3 2015 and held it in 1 quarter.
  • Sensible Financial Planning & Management's Bank of America position peaked at $5K in Q3 2015.
  • 1,524 funds tracked by Wall St. Rank held Bank of America as of Q4 2015.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2015, filed 12 Feb 2016.