BIG
BNY

Bellwether Investment Group’s Bank of New York Mellon BNY Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-332
Closed -$16K – 133
2017
Q1 		$16K Sell
332
-195
-37% -$9.12K 0.04% 367
2016
Q4 		$25K Buy
+527
New +$23.8K 0.02% 384
2016
Q2 		$7K Buy
+181
New +$7.2K 0.01% 451

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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

Bellwether Investment Group's BNY Position: Q2 2017 in Review

Bellwether Investment Group sold out of Bank of New York Mellon (BNY) in Q2 2017, closing a stake of 332 shares — an estimated $16K sold.

Bellwether Investment Group first reported a position in BNY in Q2 2016 and held it in 3 quarters. The position peaked at $25K in Q4 2016. 938 funds tracked by Wall St. Rank hold BNY as of Q2 2017.

  • Bellwether Investment Group reported no remaining Bank of New York Mellon position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 332 Bank of New York Mellon shares in Q2 2017, an estimated $16K.
  • Bellwether Investment Group first reported a position in Bank of New York Mellon in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Bank of New York Mellon position peaked at $25K in Q4 2016.
  • 938 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.