Number of Shares
61,678.00
Current Holdings Value*
$2.02 Mil
% of Portfolio
4.16%
Total Estimate Gain
$1.39 Mil
% of Total Estimate Gain
43.48%

ALPS | WMC Research Value Fund's Bank of America Corp Holding Summary

As of 2020-01-31, ALPS | WMC Research Value Fund held 61,678.00 shares of Bank of America Corp(BAC), totaling $2.02 Mil. This investment constitutes 4.16% of their stock portfolio, and ALPS | WMC Research Value Fund now holds 0% of the outstanding Bank of America Corp(BAC) stock.

The initial trade took place in 2019Q4. In addition, there have been 1 sales at an average price of $33.91 for 49,260.00 shares. Based on historical transaction data and BAC's current price of $47.32, ALPS | WMC Research Value Fund's estimated gain on his BAC holdings is $1.39 Mil, reflecting a 43.48% gain to date.

ALPS | WMC Research Value Fund BAC ($47.32) Holding Chart

ALPS | WMC Research Value Fund BAC ($47.32) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1