Cascade Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

Cascade Investment 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
2018 Q2	–	Sell	-150	Closed	-$7.73K	–	195
2018 Q1	$7.73K	Hold	150	–	–	0.01%	188
2017 Q4	$8.08K	Hold	150	–	–	0.01%	177
2017 Q3	$7.95K	Hold	150	–	–	0.01%	160
2017 Q2	$7.65K	Hold	150	–	–	0.01%	161
2017 Q1	$7.08K	Buy	150 +30	+25%	+$1.4K	0.01%	149
2016 Q4	$5.68K	Buy	+120	New	+$5.41K	﹤0.01%	173
2016 Q2	$4.66K	Buy	+120	New	+$4.77K	﹤0.01%	161

Other funds holding BNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Cascade Investment Advisors's BNY Position: Q2 2018 in Review

Cascade Investment Advisors sold out of Bank of New York Mellon (BNY) in Q2 2018, closing a stake of 150 shares — an estimated $7.73K sold.

Cascade Investment Advisors first reported a position in BNY in Q2 2016 and held it in 7 quarters. The position peaked at $8.08K in Q4 2017. 1,081 funds tracked by Wall St. Rank hold BNY as of Q2 2018.

Cascade Investment Advisors reported no remaining Bank of New York Mellon position as of Q2 2018 after selling out during the quarter.
Cascade Investment Advisors sold 150 Bank of New York Mellon shares in Q2 2018, an estimated $7.73K.
Cascade Investment Advisors first reported a position in Bank of New York Mellon in Q2 2016 and held it in 7 quarters.
Cascade Investment Advisors's Bank of New York Mellon position peaked at $8.08K in Q4 2017.
1,081 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2018.

Based on Cascade Investment Advisors's 13F filing for Q2 2018, filed 31 Jul 2018.