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Stanford Investment Group’s Bank of America BAC Stock Holding History

Stanford Investment Group’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
Q1 		– Sell
-3,806
Closed -$84K – 24
2016
Q4 		$84K Buy
3,806
+820
+27% +$15.8K 0.04% 99
2016
Q3 		$47K Hold
2,986
– – 0.02% 156
2016
Q2 		$40K Buy
2,986
+422
+16% +$5.93K 0.02% 164
2016
Q1 		$35K Sell
2,564
-152
-6% -$2.05K 0.02% 175
2015
Q4 		$46K Hold
2,716
– – 0.03% 132
2015
Q3 		$42K Hold
2,716
– – 0.03% 129
2015
Q2 		$46K Hold
2,716
– – 0.03% 132
2015
Q1 		$42K Hold
2,716
– – 0.03% 147
2014
Q4 		$49K Buy
+2,716
New +$46.5K 0.04% 138

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Stanford Investment Group's BAC Position: Q1 2017 in Review

Stanford Investment Group sold out of Bank of America (BAC) in Q1 2017, closing a stake of 3,806 shares — an estimated $84K sold.

Stanford Investment Group first reported a position in BAC in Q4 2014 and held it in 9 quarters. The position peaked at $84K in Q4 2016. 1,760 funds tracked by Wall St. Rank hold BAC as of Q1 2017.

  • Stanford Investment Group reported no remaining Bank of America position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 3,806 Bank of America shares in Q1 2017, an estimated $84K.
  • Stanford Investment Group first reported a position in Bank of America in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Bank of America position peaked at $84K in Q4 2016.
  • 1,760 funds tracked by Wall St. Rank held Bank of America as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.