Bridgeworth’s Bank of New York Mellon BNY Stock Holding History

Bridgeworth’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
2018 Q3	–	Sell	-932	Closed	-$50K	–	178
2018 Q2	$50K	Buy	+932	New	+$51.4K	0.02%	281

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

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

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

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

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

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

Bridgeworth's BNY Position: Q3 2018 in Review

Bridgeworth sold out of Bank of New York Mellon (BNY) in Q3 2018, closing a stake of 932 shares — an estimated $50K sold.

Bridgeworth first reported a position in BNY in Q2 2018 and held it in 1 quarter. The position peaked at $50K in Q2 2018. 1,065 funds tracked by Wall St. Rank hold BNY as of Q3 2018.

Bridgeworth reported no remaining Bank of New York Mellon position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 932 Bank of New York Mellon shares in Q3 2018, an estimated $50K.
Bridgeworth first reported a position in Bank of New York Mellon in Q2 2018 and held it in 1 quarter.
Bridgeworth's Bank of New York Mellon position peaked at $50K in Q2 2018.
1,065 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.