Anchor Capital Advisors’s Bank of New York Mellon BNY Stock Holding History

Anchor Capital 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 Q1	–	Sell	-12,639	Closed	-$595K	–	247
2018 Q4	$595K	Buy	12,639 +594	+5%	+$28.8K	0.02%	202
2018 Q3	$614K	Sell	12,045 -764	-6%	-$40.2K	0.02%	207
2018 Q2	$691K	Sell	12,809 -2,145	-14%	-$118K	0.03%	205
2018 Q1	$771K	Sell	14,954 -2,716	-15%	-$151K	0.03%	221
2017 Q4	$952K	Sell	17,670 -452	-2%	-$24.1K	0.03%	181
2017 Q3	$961K	Sell	18,122 -309	-2%	-$16.2K	0.03%	171
2017 Q2	$940K	Sell	18,431 -18,877	-51%	-$903K	0.03%	170
2017 Q1	$1.76M	Sell	37,308 -3,039	-8%	-$142K	0.06%	129
2016 Q4	$1.91M	Buy	40,347 +2,169	+6%	+$97.8K	0.07%	129
2016 Q3	$1.52M	Sell	38,178 -3,646	-9%	-$146K	0.05%	143
2016 Q2	$1.63M	Sell	41,824 -798,525	-95%	-$31.8M	0.04%	137
2016 Q1	$30.9M	Sell	840,349 -70,938	-8%	-$2.57M	0.74%	55
2015 Q4	$37.6M	Sell	911,287 -20,974	-2%	-$881K	0.95%	38
2015 Q3	$36.5M	Sell	932,261 -1,431	-0.2%	-$59.5K	0.93%	40
2015 Q2	$39.2M	Sell	933,692 -17,108	-2%	-$729K	0.88%	44
2015 Q1	$38.3M	Sell	950,800 -82,930	-8%	-$3.23M	0.83%	49
2014 Q4	$41.9M	Sell	1,033,730 -12,101	-1%	-$473K	0.85%	45
2014 Q3	$40.5M	Sell	1,045,831 -15,564	-1%	-$605K	0.84%	46
2014 Q2	$39.8M	Sell	1,061,395 -29,693	-3%	-$1.03M	0.77%	51
2014 Q1	$38.5M	Buy	1,091,088 +28,228	+3%	+$932K	0.77%	50
2013 Q4	$37.1M	Buy	1,062,860 +15,475	+1%	+$504K	0.74%	53
2013 Q3	$31.6M	Buy	1,047,385 +6,032	+0.6%	+$185K	0.68%	57
2013 Q2	$29.2M	Buy	+1,041,353	New	+$29.9M	0.62%	59

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Anchor Capital Advisors's BNY Position: Q1 2019 in Review

Anchor Capital Advisors sold out of Bank of New York Mellon (BNY) in Q1 2019, closing a stake of 12,639 shares — an estimated $595K sold.

Anchor Capital Advisors first reported a position in BNY in Q2 2013 and held it in 23 quarters. The position peaked at $41.9M in Q4 2014. 1,073 funds tracked by Wall St. Rank hold BNY as of Q1 2019.

Anchor Capital Advisors reported no remaining Bank of New York Mellon position as of Q1 2019 after selling out during the quarter.
Anchor Capital Advisors sold 12,639 Bank of New York Mellon shares in Q1 2019, an estimated $595K.
Anchor Capital Advisors first reported a position in Bank of New York Mellon in Q2 2013 and held it in 23 quarters.
Anchor Capital Advisors's Bank of New York Mellon position peaked at $41.9M in Q4 2014.
1,073 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2019.

Based on Anchor Capital Advisors's 13F filing for Q1 2019, filed 9 May 2019.