Tiedemann Trust’s Bank of America BAC Stock Holding History

Tiedemann Trust’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 Q2	–	Sell	-7,536	Closed	-$130K	–	80
2014 Q1	$130K	Buy	+7,536	New	+$127K	14.06%	1

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Tiedemann Trust's BAC Position: Q2 2014 in Review

Tiedemann Trust sold out of Bank of America (BAC) in Q2 2014, closing a stake of 7,536 shares — an estimated $130K sold.

Tiedemann Trust first reported a position in BAC in Q1 2014 and held it in 1 quarter. The position peaked at $130K in Q1 2014. 1,331 funds tracked by Wall St. Rank hold BAC as of Q2 2014.

Tiedemann Trust reported no remaining Bank of America position as of Q2 2014 after selling out during the quarter.
Tiedemann Trust sold 7,536 Bank of America shares in Q2 2014, an estimated $130K.
Tiedemann Trust first reported a position in Bank of America in Q1 2014 and held it in 1 quarter.
Tiedemann Trust's Bank of America position peaked at $130K in Q1 2014.
1,331 funds tracked by Wall St. Rank held Bank of America as of Q2 2014.

Based on Tiedemann Trust's 13F filing for Q2 2014, filed 31 Jul 2014.