BTR Capital Management’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,085
| Closed | -$211K | – | 145 |
|
|
2018
Q1 | $211K | Hold |
4,085
| – | – | 0.04% | 139 |
|
|
2017
Q4 | $220K | Hold |
4,085
| – | – | 0.04% | 140 |
|
|
2017
Q3 | $217K | Hold |
4,085
| – | – | 0.04% | 144 |
|
|
2017
Q2 | $208K | Buy |
+4,085
| New | +$208K | 0.04% | 145 |
|
|
2015
Q2 | – | Sell |
-5,521
| Closed | -$222K | – | 156 |
|
|
2015
Q1 | $222K | Hold |
5,521
| – | – | 0.05% | 145 |
|
|
2014
Q4 | $224K | Sell |
5,521
-944
| -15% | -$38.3K | 0.06% | 128 |
|
|
2014
Q3 | $250K | Buy |
+6,465
| New | +$250K | 0.07% | 120 |
|