White River Investment Partners’s Bank of America BAC Stock Holding History

White River Investment Partners’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
2014 Q2	–	Sell	-308,553	Closed	-$5.31M	–	11
2014 Q1	$5.31M	Hold	308,553	–	–	5.52%	8
2013 Q4	$4.8M	Buy	+308,553	New	+$4.58M	5.21%	8

Other funds holding BAC

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

White River Investment Partners's BAC Position: Q2 2014 in Review

White River Investment Partners sold out of Bank of America (BAC) in Q2 2014, closing a stake of 308,553 shares — an estimated $5.31M sold.

White River Investment Partners first reported a position in BAC in Q4 2013 and held it in 2 quarters. The position peaked at $5.31M in Q1 2014. 1,332 funds tracked by Wall St. Rank hold BAC as of Q2 2014.

White River Investment Partners reported no remaining Bank of America position as of Q2 2014 after selling out during the quarter.
White River Investment Partners sold 308,553 Bank of America shares in Q2 2014, an estimated $5.31M.
White River Investment Partners first reported a position in Bank of America in Q4 2013 and held it in 2 quarters.
White River Investment Partners's Bank of America position peaked at $5.31M in Q1 2014.
1,332 funds tracked by Wall St. Rank held Bank of America as of Q2 2014.

Based on White River Investment Partners's 13F filing for Q2 2014, filed 7 Aug 2014.