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Smart Portfolios LLC’s Bank of America BAC Stock Holding History

Smart Portfolios LLC’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
2019
Q2 		– Sell
-2,076
Closed -$57K – 60
2019
Q1 		$57K Buy
2,076
+58
+3% +$1.64K 0.05% 85
2018
Q4 		$50K Hold
2,018
– – 0.04% 83
2018
Q3 		$59K Hold
2,018
– – 0.04% 81
2018
Q2 		$57K Hold
2,018
– – 0.04% 82
2018
Q1 		$61K Buy
+2,018
New +$63.4K 0.04% 71

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Smart Portfolios LLC's BAC Position: Q2 2019 in Review

Smart Portfolios LLC sold out of Bank of America (BAC) in Q2 2019, closing a stake of 2,076 shares — an estimated $57K sold.

Smart Portfolios LLC first reported a position in BAC in Q1 2018 and held it in 5 quarters. The position peaked at $61K in Q1 2018. 2,087 funds tracked by Wall St. Rank hold BAC as of Q2 2019.

  • Smart Portfolios LLC reported no remaining Bank of America position as of Q2 2019 after selling out during the quarter.
  • Smart Portfolios LLC sold 2,076 Bank of America shares in Q2 2019, an estimated $57K.
  • Smart Portfolios LLC first reported a position in Bank of America in Q1 2018 and held it in 5 quarters.
  • Smart Portfolios LLC's Bank of America position peaked at $61K in Q1 2018.
  • 2,087 funds tracked by Wall St. Rank held Bank of America as of Q2 2019.

Based on Smart Portfolios LLC's 13F filing for Q2 2019, filed 15 Aug 2019.