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Bank Of America Corporation preferred shares owned by Planning Solutions Group

Quarter-by-quarter ownership of Bank Of America Corporation preferred (BAC.PL) shares owned by Planning Solutions Group from 13F filings

Historical chart of Planning Solutions Group investment in Bank Of America Corporation preferred

Tip: Access up to 7 years of quarterly data

All positions including Bank Of America Corporation preferred held by Planning Solutions Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank Of America Corporation preferred by Planning Solutions Group

Quarter filed Position value Share count Share price at filing
2019-06-30 $300k 219 1369.86
2019-03-31 $285k 219 1301.37
2018-12-31 $274k 219 1251.14

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iShares S&P 500 Index (IVV)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Ishares Inc core msci emkt (IEMG)
SPDR S&P Emerging Markets (SPEM)
Vanguard High Dividend Yield ETF (VYM)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares S&P Moderate Allocation Fund ETF (AOM)
Ishares Tr eafe min volat (EFAV)
Apple (AAPL)
BB&T Corporation
iShares MSCI Emerging Markets Indx (EEM)
D First Tr Exchange-traded (FPE)
Lgi Homes (LGIH)
iShares S&P SmallCap 600 Index (IJR)
SPDR S&P World ex-US (SPDW)

View all positions for Planning Solutions Group

Top funds holding Bank Of America Corporation preferred

Russell Investments
Loomis, Sayles and
BlackRock
Stonebridge Advisors
Valeo Financial Advisors
Victory Capital Management
First Trust Advisors
Mirae Asset Global Investments
FMR
Ameriprise Financial
Morgan Stanley
MacKay Shields
Jpmorgan Chase & Co
Calamos Advisors
First Eagle Investment Management

View all funds holding Bank Of America Corporation preferred