Catamount Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Catamount Wealth 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
2018 Q4	–	Sell	-595	Closed	-$30K	–	202
2018 Q3	$30K	Hold	595	–	–	0.01%	103
2018 Q2	$30K	Hold	595	–	–	0.01%	97
2018 Q1	$31K	Hold	595	–	–	0.02%	96
2017 Q4	$32K	Hold	595	–	–	0.02%	99
2017 Q3	$32K	Hold	595	–	–	0.02%	96
2017 Q2	$30K	Hold	595	–	–	0.02%	104
2017 Q1	$28K	Hold	595	–	–	0.02%	103
2016 Q4	$28K	Hold	595	–	–	0.02%	89
2016 Q3	$24K	Hold	595	–	–	0.02%	90
2016 Q2	$23K	Hold	595	–	–	0.03%	68
2016 Q1	$22K	Hold	595	–	–	0.03%	70
2015 Q4	$25K	Hold	595	–	–	0.02%	65
2015 Q3	$23K	Hold	595	–	–	0.02%	68
2015 Q2	$25K	Hold	595	–	–	0.02%	81
2015 Q1	$24K	Hold	595	–	–	0.02%	72
2014 Q4	$24K	Buy	+595	New	+$23.3K	0.02%	64

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

Catamount Wealth Management's BNY Position: Q4 2018 in Review

Catamount Wealth Management sold out of Bank of New York Mellon (BNY) in Q4 2018, closing a stake of 595 shares — an estimated $30K sold.

Catamount Wealth Management first reported a position in BNY in Q4 2014 and held it in 16 quarters. The position peaked at $32K in Q4 2017. 1,037 funds tracked by Wall St. Rank hold BNY as of Q4 2018.

Catamount Wealth Management reported no remaining Bank of New York Mellon position as of Q4 2018 after selling out during the quarter.
Catamount Wealth Management sold 595 Bank of New York Mellon shares in Q4 2018, an estimated $30K.
Catamount Wealth Management first reported a position in Bank of New York Mellon in Q4 2014 and held it in 16 quarters.
Catamount Wealth Management's Bank of New York Mellon position peaked at $32K in Q4 2017.
1,037 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2018.

Based on Catamount Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.