Bruderman Asset Management’s Bank of New York Mellon BNY Stock Holding History

Bruderman Asset Management’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 Q2	–	Sell	-754	Closed	-$38K	–	159
2019 Q1	$38K	Hold	754	–	–	0.01%	300
2018 Q4	$35K	Buy	+754	New	+$36.6K	0.01%	284
2016 Q2	–	Sell	-235	Closed	-$9K	–	374
2016 Q1	$9K	Sell	235 -135	-36%	-$4.9K	﹤0.01%	326
2015 Q4	$15K	Hold	370	–	–	0.01%	302
2015 Q3	$14K	Hold	370	–	–	0.01%	310
2015 Q2	$16K	Buy	370 +135	+57%	+$5.75K	0.01%	309
2015 Q1	$9K	Buy	+235	New	+$9.15K	﹤0.01%	347

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Bruderman Asset Management's BNY Position: Q2 2019 in Review

Bruderman Asset Management sold out of Bank of New York Mellon (BNY) in Q2 2019, closing a stake of 754 shares — an estimated $38K sold.

Bruderman Asset Management first reported a position in BNY in Q1 2015 and held it in 7 quarters. The position peaked at $38K in Q1 2019. 1,002 funds tracked by Wall St. Rank hold BNY as of Q2 2019.

Bruderman Asset Management reported no remaining Bank of New York Mellon position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 754 Bank of New York Mellon shares in Q2 2019, an estimated $38K.
Bruderman Asset Management first reported a position in Bank of New York Mellon in Q1 2015 and held it in 7 quarters.
Bruderman Asset Management's Bank of New York Mellon position peaked at $38K in Q1 2019.
1,002 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.