Simply Money Advisors’s Bank of America BAC Stock Holding History

Simply Money 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
2013 Q3	–	Sell	-348	Closed	-$4K	–	141
2013 Q2	$4K	Buy	+348	New	+$4.44K	﹤0.01%	270

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Simply Money Advisors's BAC Position: Q3 2013 in Review

Simply Money Advisors sold out of Bank of America (BAC) in Q3 2013, closing a stake of 348 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in BAC in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 1,224 funds tracked by Wall St. Rank hold BAC as of Q3 2013.

Simply Money Advisors reported no remaining Bank of America position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 348 Bank of America shares in Q3 2013, an estimated $4K.
Simply Money Advisors first reported a position in Bank of America in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Bank of America position peaked at $4K in Q2 2013.
1,224 funds tracked by Wall St. Rank held Bank of America as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.