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Vickerman & Driscoll Financial Advisors’s Bank of America BAC Stock Holding History

Vickerman & Driscoll Financial Advisors’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
2018
Q4 		– Sell
-100
Closed -$3K – 70
2018
Q3 		$3K Hold
100
– – ﹤0.01% 109
2018
Q2 		$3K Hold
100
– – ﹤0.01% 106
2018
Q1 		$3K Hold
100
– – ﹤0.01% 106
2017
Q4 		$3K Buy
+100
New +$2.76K ﹤0.01% 104

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Vickerman & Driscoll Financial Advisors's BAC Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of Bank of America (BAC) in Q4 2018, closing a stake of 100 shares — an estimated $3K sold.

Vickerman & Driscoll Financial Advisors first reported a position in BAC in Q4 2017 and held it in 4 quarters. The position peaked at $3K in Q3 2018. 2,064 funds tracked by Wall St. Rank hold BAC as of Q4 2018.

  • Vickerman & Driscoll Financial Advisors reported no remaining Bank of America position as of Q4 2018 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 100 Bank of America shares in Q4 2018, an estimated $3K.
  • Vickerman & Driscoll Financial Advisors first reported a position in Bank of America in Q4 2017 and held it in 4 quarters.
  • Vickerman & Driscoll Financial Advisors's Bank of America position peaked at $3K in Q3 2018.
  • 2,064 funds tracked by Wall St. Rank held Bank of America as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.