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Seven Bridges Advisors’s Bank of America BAC Stock Holding History

Seven Bridges 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
Q2 		– Sell
-5,870
Closed -$138K – 132
2017
Q1 		$138K Sell
5,870
-5,456
-48% -$129K 0.13% 119
2016
Q4 		$250K Buy
+11,326
New +$218K 0.25% 92

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Vanguard Group
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Seven Bridges Advisors's BAC Position: Q2 2017 in Review

Seven Bridges Advisors sold out of Bank of America (BAC) in Q2 2017, closing a stake of 5,870 shares — an estimated $138K sold.

Seven Bridges Advisors first reported a position in BAC in Q4 2016 and held it in 2 quarters. The position peaked at $250K in Q4 2016. 1,761 funds tracked by Wall St. Rank hold BAC as of Q2 2017.

  • Seven Bridges Advisors reported no remaining Bank of America position as of Q2 2017 after selling out during the quarter.
  • Seven Bridges Advisors sold 5,870 Bank of America shares in Q2 2017, an estimated $138K.
  • Seven Bridges Advisors first reported a position in Bank of America in Q4 2016 and held it in 2 quarters.
  • Seven Bridges Advisors's Bank of America position peaked at $250K in Q4 2016.
  • 1,761 funds tracked by Wall St. Rank held Bank of America as of Q2 2017.

Based on Seven Bridges Advisors's 13F filing for Q2 2017, filed 1 Aug 2017.