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BML.PRI.CL

WealthPLAN Partners’s Bank Of America Corporation BML.PRI.CL Stock Holding History

WealthPLAN Partners’s Portfolio BML.PRI.CL Stock Details BML.PRI.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,431
Closed -$37K – 1117
2016
Q2 		$37K Buy
+1,431
New +$37K ﹤0.01% 1063
2015
Q4 		$10.3K Buy
+400
New +$10.2K ﹤0.01% 1133

Other funds holding BML.PRI.CL

WRM
Westport Resources Management Westport, Connecticut $138M AUM 14.6% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
ECM
Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

WealthPLAN Partners's BML.PRI.CL Position: Q3 2016 in Review

WealthPLAN Partners sold out of Bank Of America Corporation (BML.PRI.CL) in Q3 2016, closing a stake of 1,431 shares — an estimated $37K sold.

WealthPLAN Partners first reported a position in BML.PRI.CL in Q4 2015 and held it in 2 quarters. The position peaked at $37K in Q2 2016. 6 funds tracked by Wall St. Rank hold BML.PRI.CL as of Q3 2016.

  • WealthPLAN Partners reported no remaining Bank Of America Corporation position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 1,431 Bank Of America Corporation shares in Q3 2016, an estimated $37K.
  • WealthPLAN Partners first reported a position in Bank Of America Corporation in Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's Bank Of America Corporation position peaked at $37K in Q2 2016.
  • 6 funds tracked by Wall St. Rank held Bank Of America Corporation as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.