Advocacy Wealth Management Services’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-274
Closed -$10K 400
2016
Q1
$10K Sell
274
-251
-48% -$9.1K 0.01% 348
2015
Q4
$22K Buy
+525
New +$22.1K 0.02% 255

Other funds holding BNY

Advocacy Wealth Management Services's BNY Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of Bank of New York Mellon (BNY) in Q2 2016, closing a stake of 274 shares — an estimated $10K sold.

Advocacy Wealth Management Services first reported a position in BNY in Q4 2015 and held it in 2 quarters. The position peaked at $22K in Q4 2015. 862 funds tracked by Wall St. Rank hold BNY as of Q2 2016.

  • Advocacy Wealth Management Services reported no remaining Bank of New York Mellon position as of Q2 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 274 Bank of New York Mellon shares in Q2 2016, an estimated $10K.
  • Advocacy Wealth Management Services first reported a position in Bank of New York Mellon in Q4 2015 and held it in 2 quarters.
  • Advocacy Wealth Management Services's Bank of New York Mellon position peaked at $22K in Q4 2015.
  • 862 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.