Vontobel Swiss Wealth Advisors’s Bank of America BAC Stock Holding History

Vontobel Swiss Wealth 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
2019 Q1	–	Sell	-47,074	Closed	-$1.16M	–	60
2018 Q4	$1.16M	Buy	47,074 +3,962	+9%	+$107K	0.86%	37
2018 Q3	$1.27M	Sell	43,112 -9,805	-19%	-$299K	0.74%	39
2018 Q2	$1.49M	Sell	52,917 -549	-1%	-$16.4K	0.85%	37
2018 Q1	$1.6M	Sell	53,466 -691	-1%	-$21.7K	0.85%	38
2017 Q4	$1.6M	Buy	+54,157	New	+$1.49M	0.94%	35

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Vontobel Swiss Wealth Advisors's BAC Position: Q1 2019 in Review

Vontobel Swiss Wealth Advisors sold out of Bank of America (BAC) in Q1 2019, closing a stake of 47,074 shares — an estimated $1.16M sold.

Vontobel Swiss Wealth Advisors first reported a position in BAC in Q4 2017 and held it in 5 quarters. The position peaked at $1.6M in Q1 2018. 2,104 funds tracked by Wall St. Rank hold BAC as of Q1 2019.

Vontobel Swiss Wealth Advisors reported no remaining Bank of America position as of Q1 2019 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 47,074 Bank of America shares in Q1 2019, an estimated $1.16M.
Vontobel Swiss Wealth Advisors first reported a position in Bank of America in Q4 2017 and held it in 5 quarters.
Vontobel Swiss Wealth Advisors's Bank of America position peaked at $1.6M in Q1 2018.
2,104 funds tracked by Wall St. Rank held Bank of America as of Q1 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2019, filed 2 May 2019.