Bank of New York Mellon
RESP

Bank of New York Mellon’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Bank of New York Mellon’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-29,426
Closed -$1.09M – 4208
2019
Q4 		$1.09M Sell
29,426
-3,564
-11% -$126K ﹤0.01% 3205
2019
Q3 		$1.12M Sell
32,990
-5,810
-15% -$195K ﹤0.01% 3116
2019
Q2 		$1.29M Sell
38,800
-3,166
-8% -$104K ﹤0.01% 3054
2019
Q1 		$1.35M Buy
41,966
+6,283
+18% +$196K ﹤0.01% 2985
2018
Q4 		$1.01M Buy
35,683
+14,267
+67% +$445K ﹤0.01% 3090
2018
Q3 		$717K Buy
+21,416
New +$708K ﹤0.01% 3452
2018
Q1 		– Sell
-43,064
Closed -$1.37M – 4431
2017
Q4 		$1.37M Buy
43,064
+29,684
+222% +$920K ﹤0.01% 3057
2017
Q3 		$399K Buy
+13,380
New +$390K ﹤0.01% 3665
2017
Q1 		– Sell
-13,308
Closed -$353K – 4342
2016
Q4 		$353K Sell
13,308
-1,278
-9% -$32.7K ﹤0.01% 3724
2016
Q3 		$365K Sell
14,586
-12,774
-47% -$317K ﹤0.01% 3679
2016
Q2 		$648K Sell
27,360
-6,618
-19% -$158K ﹤0.01% 3408
2016
Q1 		$810K Buy
33,978
+22,692
+201% +$510K ﹤0.01% 3190
2015
Q4 		$267K Sell
11,286
-15,351
-58% -$368K ﹤0.01% 3773
2015
Q3 		$599K Buy
+26,637
New +$636K ﹤0.01% 3498
2015
Q2 		– Sell
-45,516
Closed -$1.13M – 4343
2015
Q1 		$1.13M Buy
45,516
+8,286
+22% +$204K ﹤0.01% 3234
2014
Q4 		$923K Sell
37,230
-26,070
-41% -$628K ﹤0.01% 3352
2014
Q3 		$1.49M Buy
63,300
+26,184
+71% +$622K ﹤0.01% 3064
2014
Q2 		$874K Sell
37,116
-7,557
-17% -$173K ﹤0.01% 3390
2014
Q1 		$1.01M Buy
44,673
+8,349
+23% +$184K ﹤0.01% 3273
2013
Q4 		$809K Sell
36,324
-3,714
-9% -$79.1K ﹤0.01% 3403
2013
Q3 		$810K Sell
40,038
-12,711
-24% -$256K ﹤0.01% 3351
2013
Q2 		$1.02M Buy
+52,749
New +$1.01M ﹤0.01% 3180

Other funds holding RESP

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Bank of New York Mellon's RESP Position: Q1 2020 in Review

Bank of New York Mellon sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2020, closing a stake of 29,426 shares — an estimated $1.09M sold.

Bank of New York Mellon first reported a position in RESP in Q2 2013 and held it in 22 quarters. The position peaked at $1.49M in Q3 2014. 29 funds tracked by Wall St. Rank hold RESP as of Q1 2020.

  • Bank of New York Mellon reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2020 after selling out during the quarter.
  • Bank of New York Mellon sold 29,426 WisdomTree U.S. ESG Fund shares in Q1 2020, an estimated $1.09M.
  • Bank of New York Mellon first reported a position in WisdomTree U.S. ESG Fund in Q2 2013 and held it in 22 quarters.
  • Bank of New York Mellon's WisdomTree U.S. ESG Fund position peaked at $1.49M in Q3 2014.
  • 29 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2020.

Based on Bank of New York Mellon's 13F filing for Q1 2020, filed 6 May 2020.