WFG Advisors’s Bank of America BAC Stock Holding History

WFG 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
2015 Q1	–	Sell	-1,000	Closed	-$8K	–	1772
2014 Q4	$8K	Sell	1,000 -10,000	-91%	-$171K	﹤0.01%	1513
2014 Q3	$30K	Hold	11,000	–	–	0.01%	1119
2014 Q2	$18K	Buy	+11,000	New	+$171K	﹤0.01%	1308

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

WFG Advisors's BAC Position: Q2 2017 in Review

WFG Advisors increased its Bank of America (BAC) stake by 1.2% in Q2 2017, buying an estimated $14.2K and bringing the position to 50,237 shares worth $1.22M. The position accounts for 0.28% of the portfolio, ranked #95.

WFG Advisors first reported a position in BAC in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.21M in Q4 2014. 1,761 funds tracked by Wall St. Rank hold BAC as of Q2 2017.

WFG Advisors held 50,237 shares of Bank of America worth $1.22M as of Q2 2017.
WFG Advisors bought 607 Bank of America shares in Q2 2017, an estimated $14.2K.
Bank of America made up 0.28% of WFG Advisors's portfolio in Q2 2017, its #95 holding.
WFG Advisors first reported a position in Bank of America in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Bank of America position peaked at $2.21M in Q4 2014.
1,761 funds tracked by Wall St. Rank held Bank of America as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.