Yorktown Management & Research Company’s Bank of America BAC Stock Holding History

Yorktown Management & Research Company’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
2019 Q2	–	Sell	-66,000	Closed	-$1.82M	–	304
2019 Q1	$1.82M	Sell	66,000 -5,000	-7%	-$141K	0.59%	37
2018 Q4	$1.75M	Hold	71,000	–	–	0.58%	42
2018 Q3	$2.09M	Hold	71,000	–	–	0.61%	38
2018 Q2	$2M	Hold	71,000	–	–	0.58%	38
2018 Q1	$2.13M	Hold	71,000	–	–	0.63%	33
2017 Q4	$2.1M	Hold	71,000	–	–	0.6%	33
2017 Q3	$1.8M	Hold	71,000	–	–	0.47%	36
2017 Q2	$1.72M	Buy	71,000 +10,000	+16%	+$233K	0.55%	31
2017 Q1	$1.44M	Hold	61,000	–	–	0.38%	53
2016 Q4	$1.35M	Buy	+61,000	New	+$1.17M	0.34%	51

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Yorktown Management & Research Company's BAC Position: Q2 2019 in Review

Yorktown Management & Research Company sold out of Bank of America (BAC) in Q2 2019, closing a stake of 66,000 shares — an estimated $1.82M sold.

Yorktown Management & Research Company first reported a position in BAC in Q4 2016 and held it in 10 quarters. The position peaked at $2.13M in Q1 2018. 2,087 funds tracked by Wall St. Rank hold BAC as of Q2 2019.

Yorktown Management & Research Company reported no remaining Bank of America position as of Q2 2019 after selling out during the quarter.
Yorktown Management & Research Company sold 66,000 Bank of America shares in Q2 2019, an estimated $1.82M.
Yorktown Management & Research Company first reported a position in Bank of America in Q4 2016 and held it in 10 quarters.
Yorktown Management & Research Company's Bank of America position peaked at $2.13M in Q1 2018.
2,087 funds tracked by Wall St. Rank held Bank of America as of Q2 2019.

Based on Yorktown Management & Research Company's 13F filing for Q2 2019, filed 2 Aug 2019.