United Capital Financial Advisors’s Bank Of America Corporation Ws A BAC.WS.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-109,963
| Closed | -$1.24M | – | 1334 |
|
|
2017
Q1 | $1.24M | Sell |
109,963
-274,866
| -71% | -$3.11M | 0.01% | 688 |
|
|
2016
Q4 | $3.83M | Sell |
384,829
-503,821
| -57% | -$5.01M | 0.04% | 424 |
|
|
2016
Q3 | $4.11M | Sell |
888,650
-9,728
| -1% | -$44.9K | 0.04% | 421 |
|
|
2016
Q2 | $2.7M | Buy |
898,378
+6,000
| +0.7% | +$18K | 0.03% | 491 |
|
|
2016
Q1 | $3.47M | Sell |
892,378
-71,450
| -7% | -$278K | 0.04% | 414 |
|
|
2015
Q4 | $5.61M | Buy |
963,828
+47,528
| +5% | +$277K | 0.06% | 307 |
|
|
2015
Q3 | $5.25M | Buy |
916,300
+358,500
| +64% | +$2.05M | 0.06% | 311 |
|
|
2015
Q2 | $3.44M | Buy |
557,800
+89,150
| +19% | +$550K | 0.04% | 449 |
|
|
2015
Q1 | $2.7M | Buy |
468,650
+83,700
| +22% | +$482K | 0.03% | 493 |
|
|
2014
Q4 | $2.71M | Buy |
384,950
+114,550
| +42% | +$806K | 0.04% | 391 |
|
|
2014
Q3 | $2.03M | Buy |
270,400
+5,500
| +2% | +$41.3K | 0.04% | 434 |
|
|
2014
Q2 | $1.82M | Sell |
264,900
-3,000
| -1% | -$20.6K | 0.03% | 436 |
|
|
2014
Q1 | $2.2M | Sell |
267,900
-3,400
| -1% | -$27.9K | 0.05% | 341 |
|
|
2013
Q4 | $1.76M | Buy |
271,300
+17,000
| +7% | +$110K | 0.06% | 260 |
|
|
2013
Q3 | $1.55M | Buy |
254,300
+17,100
| +7% | +$104K | 0.05% | 288 |
|
|
2013
Q2 | $1.3M | Buy |
+237,200
| New | +$1.3M | 0.03% | 371 |
|