Burt Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

Burt Wealth Advisors’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	-93	Closed	-$5K	–	343
2019 Q1	$5K	Buy	+93	New	+$4.79K	﹤0.01%	302
2018 Q1	–	Sell	-162	Closed	-$9K	–	378
2017 Q4	$9K	Buy	162 +42	+35%	+$2.24K	0.01%	276
2017 Q3	$6K	Sell	120 -2,624	-96%	-$138K	﹤0.01%	289
2017 Q2	$139K	Buy	2,744 +2,624	+2,187%	+$126K	0.1%	95
2017 Q1	$6K	Sell	120 -2,624	-96%	-$123K	﹤0.01%	284
2016 Q4	$130K	Hold	2,744	–	–	0.12%	96
2016 Q3	$109K	Hold	2,744	–	–	0.12%	95
2016 Q2	$106K	Hold	2,744	–	–	0.12%	98
2016 Q1	$101K	Hold	2,744	–	–	0.09%	105
2015 Q4	$113K	Hold	2,744	–	–	0.09%	94
2015 Q3	$107K	Hold	2,744	–	–	0.13%	83
2015 Q2	$115K	Hold	2,744	–	–	0.13%	91
2015 Q1	$111K	Hold	2,744	–	–	0.11%	84
2014 Q4	$111K	Buy	+2,744	New	+$107K	0.12%	96

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

Burt Wealth Advisors's BNY Position: Q2 2019 in Review

Burt Wealth Advisors sold out of Bank of New York Mellon (BNY) in Q2 2019, closing a stake of 93 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in BNY in Q4 2014 and held it in 14 quarters. The position peaked at $139K in Q2 2017. 1,002 funds tracked by Wall St. Rank hold BNY as of Q2 2019.

Burt Wealth Advisors reported no remaining Bank of New York Mellon position as of Q2 2019 after selling out during the quarter.
Burt Wealth Advisors sold 93 Bank of New York Mellon shares in Q2 2019, an estimated $5K.
Burt Wealth Advisors first reported a position in Bank of New York Mellon in Q4 2014 and held it in 14 quarters.
Burt Wealth Advisors's Bank of New York Mellon position peaked at $139K in Q2 2017.
1,002 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2019.

Based on Burt Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.