CWM
BNY

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

Cedar 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
2017
Q4 		– Sell
-75
Closed -$4K – 130
2017
Q3 		$4K Hold
75
– – ﹤0.01% 117
2017
Q2 		$4K Hold
75
– – ﹤0.01% 115
2017
Q1 		$4K Hold
75
– – ﹤0.01% 115
2016
Q4 		$4K Hold
75
– – ﹤0.01% 110
2016
Q3 		$3K Hold
75
– – ﹤0.01% 105
2016
Q2 		$3K Buy
+75
New +$2.98K ﹤0.01% 111

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
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

Cedar Wealth Management's BNY Position: Q4 2017 in Review

Cedar Wealth Management sold out of Bank of New York Mellon (BNY) in Q4 2017, closing a stake of 75 shares — an estimated $4K sold.

Cedar Wealth Management first reported a position in BNY in Q2 2016 and held it in 6 quarters. The position peaked at $4K in Q3 2017. 1,068 funds tracked by Wall St. Rank hold BNY as of Q4 2017.

  • Cedar Wealth Management reported no remaining Bank of New York Mellon position as of Q4 2017 after selling out during the quarter.
  • Cedar Wealth Management sold 75 Bank of New York Mellon shares in Q4 2017, an estimated $4K.
  • Cedar Wealth Management first reported a position in Bank of New York Mellon in Q2 2016 and held it in 6 quarters.
  • Cedar Wealth Management's Bank of New York Mellon position peaked at $4K in Q3 2017.
  • 1,068 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2017.

Based on Cedar Wealth Management's 13F filing for Q4 2017, filed 2 Feb 2018.