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Bank of America Corp

BAC

Bank of America Corp

Bank of America Corp historical holders

total: 43

Donald Smith & Co. Bank of America Corp transactions over time

Total transactions:
7
New positions:
1
Sold out:
1
Added:
2
Reduced:
3
Held since:
2016 Q1
Held for:
6 quarters
Latest activity:
2017 Q3
Donald Smith & Co. has been an institutional investor in Bank of America Corp (BAC) since 2016 Q1. According to 2026 Q2 report, Donald Smith & Co. doesn't hold any shares. The fund/company first acquired BAC in 2016 Q1, initially purchasing 350,010 shares. Since the initial investment, Donald Smith & Co. has made 6 more transactions in this position.

When did Donald Smith & Co. exit their BAC position?

Donald Smith & Co. no longer holds Bank of America Corp (BAC). They sold off their entire position in 2017 Q3, closing out an investment that began in 2016 Q1.

When did Donald Smith & Co. first invest in BAC?

Donald Smith & Co. first invested in Bank of America Corp (BAC) in 2016 Q1 at the reported quarter-end price of $13.52 per share, acquiring 350,010 shares in their initial purchase.

What is Donald Smith & Co.'s average cost basis for BAC?

Based on historical transaction data, Donald Smith & Co.'s estimated cost basis for Bank of America Corp (BAC) is approximately $13.52 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$13.52
Weighted AVG sell price:
$24.26

BAC transactions history by Donald Smith & Co.

7 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2017 Q3
0.00%
$24.26
-100% (-351,499)
2017 Q2
0.21%
$24.26
-0.02% (-63)
2017 Q1
0.21%
$23.59
+0.02% (+66)
2016 Q4
0.21%
$22.10
-0.05% (-176)
2016 Q3
0.15%
$15.65
-0.00% (-14)
2016 Q2
0.13%
$13.27
+0.48% (+1,676)
2016 Q1
0.13%
$13.52
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.