Sumit Capital’s Bank of America BAC Stock Holding History

Sumit Capital’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
2014 Q3	–	Sell	-15,560	Closed	-$239K	–	91
2014 Q2	$239K	Buy	15,560 +4,302	+38%	+$66.8K	1%	40
2014 Q1	$194K	Buy	+11,258	New	+$189K	0.74%	79

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

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

BIT

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

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Sumit Capital's BAC Position: Q3 2014 in Review

Sumit Capital sold out of Bank of America (BAC) in Q3 2014, closing a stake of 15,560 shares — an estimated $239K sold.

Sumit Capital first reported a position in BAC in Q1 2014 and held it in 2 quarters. The position peaked at $239K in Q2 2014. 1,336 funds tracked by Wall St. Rank hold BAC as of Q3 2014.

Sumit Capital reported no remaining Bank of America position as of Q3 2014 after selling out during the quarter.
Sumit Capital sold 15,560 Bank of America shares in Q3 2014, an estimated $239K.
Sumit Capital first reported a position in Bank of America in Q1 2014 and held it in 2 quarters.
Sumit Capital's Bank of America position peaked at $239K in Q2 2014.
1,336 funds tracked by Wall St. Rank held Bank of America as of Q3 2014.

Based on Sumit Capital's 13F filing for Q3 2014, filed 23 Oct 2014.