Bank of New York Mellon
BERK

Bank of New York Mellon’s BERKSHIRE BANCORP INC BERK Stock Holding History

Bank of New York Mellon’s Portfolio BERK Stock Details BERK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-18,728
Closed -$150K – 4295
2013
Q3 		$150K Hold
18,728
– – ﹤0.01% 3861
2013
Q2 		$149K Buy
+18,728
New +$154K ﹤0.01% 3836

Other funds holding BERK

HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Bank of New York Mellon's BERK Position: Q4 2013 in Review

Bank of New York Mellon sold out of BERKSHIRE BANCORP INC (BERK) in Q4 2013, closing a stake of 18,728 shares — an estimated $150K sold.

Bank of New York Mellon first reported a position in BERK in Q2 2013 and held it in 2 quarters. The position peaked at $150K in Q3 2013. 5 funds tracked by Wall St. Rank hold BERK as of Q4 2013.

  • Bank of New York Mellon reported no remaining BERKSHIRE BANCORP INC position as of Q4 2013 after selling out during the quarter.
  • Bank of New York Mellon sold 18,728 BERKSHIRE BANCORP INC shares in Q4 2013, an estimated $150K.
  • Bank of New York Mellon first reported a position in BERKSHIRE BANCORP INC in Q2 2013 and held it in 2 quarters.
  • Bank of New York Mellon's BERKSHIRE BANCORP INC position peaked at $150K in Q3 2013.
  • 5 funds tracked by Wall St. Rank held BERKSHIRE BANCORP INC as of Q4 2013.

Based on Bank of New York Mellon's 13F filing for Q4 2013, filed 12 Feb 2014.