Brandywine Oak Private Wealth’s Bank of New York Mellon BNY Stock Holding History

Brandywine Oak Private Wealth’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
2019 Q1	–	Sell	-400	Closed	-$18K	–	264
2018 Q4	$18K	Buy	+400	New	+$19.4K	﹤0.01%	454

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Brandywine Oak Private Wealth's BNY Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Bank of New York Mellon (BNY) in Q1 2019, closing a stake of 400 shares — an estimated $18K sold.

Brandywine Oak Private Wealth first reported a position in BNY in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 1,074 funds tracked by Wall St. Rank hold BNY as of Q1 2019.

Brandywine Oak Private Wealth reported no remaining Bank of New York Mellon position as of Q1 2019 after selling out during the quarter.
Brandywine Oak Private Wealth sold 400 Bank of New York Mellon shares in Q1 2019, an estimated $18K.
Brandywine Oak Private Wealth first reported a position in Bank of New York Mellon in Q4 2018 and held it in 1 quarter.
Brandywine Oak Private Wealth's Bank of New York Mellon position peaked at $18K in Q4 2018.
1,074 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.