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Sharkey, Howes & Javer’s Bank of America BAC Stock Holding History

Sharkey, Howes & Javer’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
-47
Closed -$1K – 209
2017
Q1 		$1K Buy
+47
New +$1.11K ﹤0.01% 206
2016
Q4 		– Sell
-1
Closed -$1K – 231
2016
Q3 		$1K Buy
+1
New +$15 ﹤0.01% 207

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sharkey, Howes & Javer's BAC Position: Q2 2017 in Review

Sharkey, Howes & Javer sold out of Bank of America (BAC) in Q2 2017, closing a stake of 47 shares — an estimated $1K sold.

Sharkey, Howes & Javer first reported a position in BAC in Q3 2016 and held it in 2 quarters. The position peaked at $1K in Q1 2017. 1,762 funds tracked by Wall St. Rank hold BAC as of Q2 2017.

  • Sharkey, Howes & Javer reported no remaining Bank of America position as of Q2 2017 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 47 Bank of America shares in Q2 2017, an estimated $1K.
  • Sharkey, Howes & Javer first reported a position in Bank of America in Q3 2016 and held it in 2 quarters.
  • Sharkey, Howes & Javer's Bank of America position peaked at $1K in Q1 2017.
  • 1,762 funds tracked by Wall St. Rank held Bank of America as of Q2 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2017, filed 19 Jul 2017.