AWS
BNY

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

Aris Wealth Services’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
2015
Q3 		$114K Hold
2,920
– – 0.24% 52
2015
Q2 		$123K Hold
2,920
– – 0.11% 127
2015
Q1 		$118K Buy
+2,920
New +$114K 0.11% 129

Other funds holding BNY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Aris Wealth Services's BNY Position: Q3 2015 in Review

Aris Wealth Services held its Bank of New York Mellon (BNY) position steady in Q3 2015 at 2,920 shares worth $114K. The position accounts for 0.24% of the portfolio, ranked #52.

Aris Wealth Services first reported a position in BNY in Q1 2015 and has held it in 3 quarters since. The position peaked at $123K in Q2 2015. 857 funds tracked by Wall St. Rank hold BNY as of Q3 2015.

  • Aris Wealth Services held 2,920 shares of Bank of New York Mellon worth $114K as of Q3 2015.
  • Aris Wealth Services left its Bank of New York Mellon share count unchanged in Q3 2015.
  • Bank of New York Mellon made up 0.24% of Aris Wealth Services's portfolio in Q3 2015, its #52 holding.
  • Aris Wealth Services first reported a position in Bank of New York Mellon in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Bank of New York Mellon position peaked at $123K in Q2 2015.
  • 857 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.