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

United Capital Financial Advisors’s Portfolio BAC.WS.B Stock Details BAC.WS.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-10,000	Closed	-$20K	–	1379
2018 Q1	$20K	Sell	10,000 -3,000	-23%	-$9.16K	﹤0.01%	1295
2017 Q4	$29K	Sell	13,000 -63,000	-83%	-$93.4K	﹤0.01%	1293
2017 Q3	$59K	Hold	76,000	–	–	﹤0.01%	1289
2017 Q2	$60K	Hold	76,000	–	–	﹤0.01%	1257
2017 Q1	$70K	Sell	76,000 -31,680	-29%	-$34.5K	﹤0.01%	1223
2016 Q4	$103K	Sell	107,680 -63,000	-37%	-$31.2K	﹤0.01%	1225
2016 Q3	$17K	Sell	170,680 -10,000	-6%	-$935	﹤0.01%	1249
2016 Q2	$0	Sell	180,680 -16,000	-8%	-$2.46K	﹤0.01%	1308
2016 Q1	$39K	Sell	196,680 -53,000	-21%	-$11.1K	﹤0.01%	1199
2015 Q4	$67K	Sell	249,680 -78,900	-24%	-$25.2K	﹤0.01%	1185
2015 Q3	$92K	Buy	328,580 +600	+0.2%	+$252	﹤0.01%	1213
2015 Q2	$169K	Sell	327,980 -60,000	-15%	-$31.7K	﹤0.01%	1200
2015 Q1	$210K	Sell	387,980 -35,000	-8%	-$20.5K	﹤0.01%	1174
2014 Q4	$302K	Buy	422,980 +9,000	+2%	+$7.47K	﹤0.01%	962
2014 Q3	$397K	Sell	413,980 -10,000	-2%	-$8.09K	0.01%	855
2014 Q2	$318K	Sell	423,980 -39,000	-8%	-$30.4K	0.01%	740
2014 Q1	$417K	Sell	462,980 -9,000	-2%	-$8.03K	0.01%	678
2013 Q4	$363K	Sell	471,980 -78,000	-14%	-$62.5K	0.01%	490
2013 Q3	$434K	Buy	549,980 +46,000	+9%	+$38K	0.01%	473
2013 Q2	$388K	Buy	+503,980	New	+$381K	0.01%	552

Other funds holding BAC.WS.B

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

JCP

Jabre Capital Partners Geneva, Switzerland $87.8M AUM 5.24% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return

CCM

Concourse Capital Management Atlanta, Georgia $94.6M AUM 51.52% 1-Year Est. Return

United Capital Financial Advisors's BAC.WS.B Position: Q2 2018 in Review

United Capital Financial Advisors sold out of Bank Of America Corporation Ws B (BAC.WS.B) in Q2 2018, closing a stake of 10,000 shares — an estimated $20K sold.

United Capital Financial Advisors first reported a position in BAC.WS.B in Q2 2013 and held it in 20 quarters. The position peaked at $434K in Q3 2013. 28 funds tracked by Wall St. Rank hold BAC.WS.B as of Q2 2018.

United Capital Financial Advisors reported no remaining Bank Of America Corporation Ws B position as of Q2 2018 after selling out during the quarter.
United Capital Financial Advisors sold 10,000 Bank Of America Corporation Ws B shares in Q2 2018, an estimated $20K.
United Capital Financial Advisors first reported a position in Bank Of America Corporation Ws B in Q2 2013 and held it in 20 quarters.
United Capital Financial Advisors's Bank Of America Corporation Ws B position peaked at $434K in Q3 2013.
28 funds tracked by Wall St. Rank held Bank Of America Corporation Ws B as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.