Avantax Planning Partners’s Bank of New York Mellon BNY Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-1,650	Closed	-$84K	–	385
2018 Q3	$84K	Buy	+1,650	New	+$86.8K	0.01%	381
2018 Q2	–	Sell	-1,664	Closed	-$86K	–	381
2018 Q1	$86K	Buy	+1,664	New	+$92.6K	0.01%	432

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

Avantax Planning Partners's BNY Position: Q4 2018 in Review

Avantax Planning Partners sold out of Bank of New York Mellon (BNY) in Q4 2018, closing a stake of 1,650 shares — an estimated $84K sold.

Avantax Planning Partners first reported a position in BNY in Q1 2018 and held it in 2 quarters. The position peaked at $86K in Q1 2018. 1,038 funds tracked by Wall St. Rank hold BNY as of Q4 2018.

Avantax Planning Partners reported no remaining Bank of New York Mellon position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 1,650 Bank of New York Mellon shares in Q4 2018, an estimated $84K.
Avantax Planning Partners first reported a position in Bank of New York Mellon in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Bank of New York Mellon position peaked at $86K in Q1 2018.
1,038 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.