UCFA
BAC.WS.A

United Capital Financial Advisors’s Bank Of America Corporation Ws A BAC.WS.A Stock Holding History

United Capital Financial Advisors’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
2017
Q2 		– Sell
-109,963
Closed -$1.24M – 1334
2017
Q1 		$1.24M Sell
109,963
-274,866
-71% -$3.15M 0.01% 688
2016
Q4 		$3.83M Sell
384,829
-503,821
-57% -$3.71M 0.04% 424
2016
Q3 		$4.11M Sell
888,650
-9,728
-1% -$40.3K 0.04% 421
2016
Q2 		$2.69M Buy
898,378
+6,000
+0.7% +$23.1K 0.03% 491
2016
Q1 		$3.47M Sell
892,378
-71,450
-7% -$290K 0.04% 414
2015
Q4 		$5.61M Buy
963,828
+47,528
+5% +$288K 0.06% 307
2015
Q3 		$5.25M Buy
916,300
+358,500
+64% +$2.33M 0.06% 311
2015
Q2 		$3.44M Buy
557,800
+89,150
+19% +$524K 0.04% 449
2015
Q1 		$2.7M Buy
468,650
+83,700
+22% +$505K 0.03% 493
2014
Q4 		$2.71M Buy
384,950
+114,550
+42% +$812K 0.04% 391
2014
Q3 		$2.03M Buy
270,400
+5,500
+2% +$39K 0.04% 434
2014
Q2 		$1.82M Sell
264,900
-3,000
-1% -$22K 0.03% 436
2014
Q1 		$2.2M Sell
267,900
-3,400
-1% -$25.3K 0.05% 341
2013
Q4 		$1.75M Buy
271,300
+17,000
+7% +$107K 0.06% 260
2013
Q3 		$1.55M Buy
254,300
+17,100
+7% +$106K 0.05% 288
2013
Q2 		$1.29M Buy
+237,200
New +$1.33M 0.03% 371

Other funds holding BAC.WS.A

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return

United Capital Financial Advisors's BAC.WS.A Position: Q2 2017 in Review

United Capital Financial Advisors sold out of Bank Of America Corporation Ws A (BAC.WS.A) in Q2 2017, closing a stake of 109,963 shares — an estimated $1.24M sold.

United Capital Financial Advisors first reported a position in BAC.WS.A in Q2 2013 and held it in 16 quarters. The position peaked at $5.61M in Q4 2015. 81 funds tracked by Wall St. Rank hold BAC.WS.A as of Q2 2017.

  • United Capital Financial Advisors reported no remaining Bank Of America Corporation Ws A position as of Q2 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 109,963 Bank Of America Corporation Ws A shares in Q2 2017, an estimated $1.24M.
  • United Capital Financial Advisors first reported a position in Bank Of America Corporation Ws A in Q2 2013 and held it in 16 quarters.
  • United Capital Financial Advisors's Bank Of America Corporation Ws A position peaked at $5.61M in Q4 2015.
  • 81 funds tracked by Wall St. Rank held Bank Of America Corporation Ws A as of Q2 2017.

Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.