WealthShield’s Bank of America BAC Stock Holding History

WealthShield’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
2017 Q4	$277K	Buy	+9,262	New	+$255K	0.17%	103

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthShield's BAC Position: Q4 2017 in Review

WealthShield opened a new position in Bank of America (BAC) in Q4 2017: 9,262 shares worth $277K. The stake represents 0.17% of the portfolio and ranks #103 among its holdings.

1,984 funds tracked by Wall St. Rank hold BAC as of Q4 2017.

WealthShield held 9,262 shares of Bank of America worth $277K as of Q4 2017.
Bank of America was a new WealthShield position in Q4 2017.
Bank of America made up 0.17% of WealthShield's portfolio in Q4 2017, its #103 holding.
1,984 funds tracked by Wall St. Rank held Bank of America as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.