SPIA
BAC.WS.A

Steward Partners Investment Advisory’s Bank Of America Corporation Ws A BAC.WS.A Stock Holding History

Steward Partners Investment Advisory’s Portfolio BAC.WS.A Stock Details BAC.WS.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-67,855
Closed -$1.21M – 2556
2018
Q3 		$1.21M Sell
67,855
-14,572
-18% -$273K 0.06% 303
2018
Q2 		$1.34M Sell
82,427
-2,317
-3% -$41.8K 0.08% 246
2018
Q1 		$1.54M Sell
84,744
-51,202
-38% -$1M 0.11% 208
2017
Q4 		$2.39M Buy
135,946
+134,946
+13,495% +$2.09M 0.18% 132
2017
Q3 		$13K Hold
1,000
– – ﹤0.01% 1062
2017
Q2 		$12K Buy
+1,000
New +$11.1K ﹤0.01% 1011

Other funds holding BAC.WS.A

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
TCA
Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
SCM
Stanley Capital Management Houston, Texas $598M AUM 33.22% 1-Year Est. Return
ACM
Aquamarine Capital Management New York $170M AUM 15.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's BAC.WS.A Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Bank Of America Corporation Ws A (BAC.WS.A) in Q4 2018, closing a stake of 67,855 shares — an estimated $1.21M sold.

Steward Partners Investment Advisory first reported a position in BAC.WS.A in Q2 2017 and held it in 6 quarters. The position peaked at $2.39M in Q4 2017. 49 funds tracked by Wall St. Rank hold BAC.WS.A as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Bank Of America Corporation Ws A position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 67,855 Bank Of America Corporation Ws A shares in Q4 2018, an estimated $1.21M.
  • Steward Partners Investment Advisory first reported a position in Bank Of America Corporation Ws A in Q2 2017 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Bank Of America Corporation Ws A position peaked at $2.39M in Q4 2017.
  • 49 funds tracked by Wall St. Rank held Bank Of America Corporation Ws A as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.