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

Apriem 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
2018 Q3	–	Sell	-1,088	Closed	-$59K	–	170
2018 Q2	$59K	Buy	+1,088	New	+$60K	0.01%	233
2017 Q2	–	Sell	-1,442	Closed	-$68K	–	185
2017 Q1	$68K	Sell	1,442 -1,018	-41%	-$47.6K	0.02%	204
2016 Q4	$117K	Buy	2,460 +1,692	+220%	+$76.3K	0.03%	152
2016 Q3	$31K	Sell	768 -1,000	-57%	-$39.9K	0.01%	277
2016 Q2	$69K	Buy	1,768 +1,750	+9,722%	+$69.6K	0.02%	197
2016 Q1	$1K	Sell	18 -198	-92%	-$7.18K	﹤0.01%	548
2015 Q4	$9K	Buy	+216	New	+$9.08K	﹤0.01%	380
2015 Q3	–	Sell	-373	Closed	-$16K	–	518
2015 Q2	$16K	Buy	+373	New	+$15.9K	0.01%	353
2014 Q3	–	Sell	-7,960	Closed	-$298K	–	532
2014 Q2	$298K	Buy	7,960 +80	+1%	+$2.77K	0.11%	97
2014 Q1	$278K	Hold	7,880	–	–	0.11%	99
2013 Q4	$275K	Hold	7,880	–	–	0.11%	94
2013 Q3	$238K	Hold	7,880	–	–	0.1%	95
2013 Q2	$221K	Buy	+7,880	New	+$226K	0.11%	96

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

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

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

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

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

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

Apriem Advisors's BNY Position: Q3 2018 in Review

Apriem Advisors sold out of Bank of New York Mellon (BNY) in Q3 2018, closing a stake of 1,088 shares — an estimated $59K sold.

Apriem Advisors first reported a position in BNY in Q2 2013 and held it in 13 quarters. The position peaked at $298K in Q2 2014. 1,066 funds tracked by Wall St. Rank hold BNY as of Q3 2018.

Apriem Advisors reported no remaining Bank of New York Mellon position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 1,088 Bank of New York Mellon shares in Q3 2018, an estimated $59K.
Apriem Advisors first reported a position in Bank of New York Mellon in Q2 2013 and held it in 13 quarters.
Apriem Advisors's Bank of New York Mellon position peaked at $298K in Q2 2014.
1,066 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.