Shine Investment Advisory Services’s Bank of America BAC Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$98K	Hold	4,061	–	–	0.03%	196
2020 Q2	$96K	Hold	4,061	–	–	0.04%	202
2020 Q1	$86K	Hold	4,061	–	–	0.04%	197
2019 Q4	$143K	Buy	4,061 +546	+16%	+$17.6K	0.06%	164
2019 Q3	$103K	Hold	3,515	–	–	0.05%	176
2019 Q2	$102K	Hold	3,515	–	–	0.05%	179
2019 Q1	$97K	Hold	3,515	–	–	0.05%	192
2018 Q4	$87K	Hold	3,515	–	–	0.04%	190
2018 Q3	$104K	Sell	3,515 -390	-10%	-$11.9K	0.05%	174
2018 Q2	$110K	Hold	3,905	–	–	0.06%	163
2018 Q1	$117K	Buy	3,905 +72	+2%	+$2.26K	0.06%	149
2017 Q4	$113K	Sell	3,833 -207	-5%	-$5.71K	0.06%	156
2017 Q3	$102K	Buy	4,040 +207	+5%	+$5.02K	0.05%	164
2017 Q2	$93K	Buy	+3,833	New	+$89.4K	0.05%	166

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shine Investment Advisory Services's BAC Position: Q3 2020 in Review

Shine Investment Advisory Services held its Bank of America (BAC) position steady in Q3 2020 at 4,061 shares worth $98K. The position accounts for 0.03% of the portfolio, ranked #196.

Shine Investment Advisory Services first reported a position in BAC in Q2 2017 and has held it in 14 quarters since. The position peaked at $143K in Q4 2019. 2,088 funds tracked by Wall St. Rank hold BAC as of Q3 2020.

Shine Investment Advisory Services held 4,061 shares of Bank of America worth $98K as of Q3 2020.
Shine Investment Advisory Services left its Bank of America share count unchanged in Q3 2020.
Bank of America made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #196 holding.
Shine Investment Advisory Services first reported a position in Bank of America in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Bank of America position peaked at $143K in Q4 2019.
2,088 funds tracked by Wall St. Rank held Bank of America as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.