BRWM
BNY

B. Riley Wealth Management’s Bank of New York Mellon BNY Stock Holding History

B. Riley Wealth Management’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
2014
Q3 		– Sell
-265
Closed -$9K – 1070
2014
Q2 		$9K Buy
265
+1
+0.4% +$35 0.01% 840
2014
Q1 		$9K Buy
+264
New +$8.72K 0.01% 782

Other funds holding BNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

B. Riley Wealth Management's BNY Position: Q3 2014 in Review

B. Riley Wealth Management sold out of Bank of New York Mellon (BNY) in Q3 2014, closing a stake of 265 shares — an estimated $9K sold.

B. Riley Wealth Management first reported a position in BNY in Q1 2014 and held it in 2 quarters. The position peaked at $9K in Q2 2014. 803 funds tracked by Wall St. Rank hold BNY as of Q3 2014.

  • B. Riley Wealth Management reported no remaining Bank of New York Mellon position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 265 Bank of New York Mellon shares in Q3 2014, an estimated $9K.
  • B. Riley Wealth Management first reported a position in Bank of New York Mellon in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's Bank of New York Mellon position peaked at $9K in Q2 2014.
  • 803 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.