180 Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

180 Wealth Advisors’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-8,070	Closed	-$388K	–	249
2019 Q1	$388K	Buy	8,070 +342	+4%	+$17.6K	0.18%	145
2018 Q4	$394K	Hold	7,728	–	–	0.18%	156
2018 Q3	$394K	Buy	7,728 +1,829	+31%	+$96.2K	0.18%	156
2018 Q2	$318K	Buy	+5,899	New	+$325K	0.16%	175

Other funds holding BNY

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

180 Wealth Advisors's BNY Position: Q2 2019 in Review

180 Wealth Advisors sold out of Bank of New York Mellon (BNY) in Q2 2019, closing a stake of 8,070 shares — an estimated $388K sold.

180 Wealth Advisors first reported a position in BNY in Q2 2018 and held it in 4 quarters. The position peaked at $394K in Q4 2018. 1,002 funds tracked by Wall St. Rank hold BNY as of Q2 2019.

180 Wealth Advisors reported no remaining Bank of New York Mellon position as of Q2 2019 after selling out during the quarter.
180 Wealth Advisors sold 8,070 Bank of New York Mellon shares in Q2 2019, an estimated $388K.
180 Wealth Advisors first reported a position in Bank of New York Mellon in Q2 2018 and held it in 4 quarters.
180 Wealth Advisors's Bank of New York Mellon position peaked at $394K in Q4 2018.
1,002 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2019.

Based on 180 Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.