AIM
BNY

Acrospire Investment Management’s Bank of New York Mellon BNY Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-1,000
Closed -$51K – 179
2017
Q2 		$51K Sell
1,000
-1,000
-50% -$47.8K 0.05% 826
2017
Q1 		$94K Buy
+2,000
New +$93.5K 0.08% 355
2016
Q3 		– Sell
-2,400
Closed -$93K – 1970
2016
Q2 		$93K Buy
2,400
+1,900
+380% +$75.6K 0.07% 514
2016
Q1 		$18K Buy
+500
New +$18.1K 0.01% 1564

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Acrospire Investment Management's BNY Position: Q3 2017 in Review

Acrospire Investment Management sold out of Bank of New York Mellon (BNY) in Q3 2017, closing a stake of 1,000 shares — an estimated $51K sold.

Acrospire Investment Management first reported a position in BNY in Q1 2016 and held it in 4 quarters. The position peaked at $94K in Q1 2017. 971 funds tracked by Wall St. Rank hold BNY as of Q3 2017.

  • Acrospire Investment Management reported no remaining Bank of New York Mellon position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,000 Bank of New York Mellon shares in Q3 2017, an estimated $51K.
  • Acrospire Investment Management first reported a position in Bank of New York Mellon in Q1 2016 and held it in 4 quarters.
  • Acrospire Investment Management's Bank of New York Mellon position peaked at $94K in Q1 2017.
  • 971 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.