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Winchester Group’s Bank of America BAC Stock Holding History

Winchester Group’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
2013
Q3 		$2.6M Sell
188,508
-21,300
-10% -$304K 0.57% 55
2013
Q2 		$2.7M Buy
+209,808
New +$2.68M 0.58% 46

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Winchester Group's BAC Position: Q3 2013 in Review

Winchester Group reduced its Bank of America (BAC) stake by 10% in Q3 2013, selling an estimated $304K and leaving 188,508 shares worth $2.6M. The position accounts for 0.57% of the portfolio, ranked #55.

Winchester Group first reported a position in BAC in Q2 2013 and has held it in 2 quarters since. The position peaked at $2.7M in Q2 2013. 1,223 funds tracked by Wall St. Rank hold BAC as of Q3 2013.

  • Winchester Group held 188,508 shares of Bank of America worth $2.6M as of Q3 2013.
  • Winchester Group sold 21,300 Bank of America shares in Q3 2013, an estimated $304K.
  • Bank of America made up 0.57% of Winchester Group's portfolio in Q3 2013, its #55 holding.
  • Winchester Group first reported a position in Bank of America in Q2 2013 and has held it in 2 quarters since.
  • Winchester Group's Bank of America position peaked at $2.7M in Q2 2013.
  • 1,223 funds tracked by Wall St. Rank held Bank of America as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.