AFC
BNY

AFT Forsyth & Company’s Bank of New York Mellon BNY Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$74K Hold
2,447
– – 0.1% 148
2013
Q2 		$69K Buy
+2,447
New +$70.3K 0.1% 146

Other funds holding BNY

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

AFT Forsyth & Company's BNY Position: Q3 2013 in Review

AFT Forsyth & Company held its Bank of New York Mellon (BNY) position steady in Q3 2013 at 2,447 shares worth $74K. The position accounts for 0.1% of the portfolio, ranked #148.

AFT Forsyth & Company first reported a position in BNY in Q2 2013 and has held it in 2 quarters since. 718 funds tracked by Wall St. Rank hold BNY as of Q3 2013.

  • AFT Forsyth & Company held 2,447 shares of Bank of New York Mellon worth $74K as of Q3 2013.
  • AFT Forsyth & Company left its Bank of New York Mellon share count unchanged in Q3 2013.
  • Bank of New York Mellon made up 0.1% of AFT Forsyth & Company's portfolio in Q3 2013, its #148 holding.
  • AFT Forsyth & Company first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 2 quarters since.
  • 718 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.