CFFP
BNY

Center for Financial Planning’s Bank of New York Mellon BNY Stock Holding History

Center for Financial Planning’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
2020
Q3 		– Sell
-100
Closed -$4K – 445
2020
Q2 		$4K Hold
100
– – ﹤0.01% 374
2020
Q1 		$3K Hold
100
– – ﹤0.01% 453
2019
Q4 		$5K Buy
+100
New +$4.77K ﹤0.01% 363

Other funds holding BNY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Center for Financial Planning's BNY Position: Q3 2020 in Review

Center for Financial Planning sold out of Bank of New York Mellon (BNY) in Q3 2020, closing a stake of 100 shares — an estimated $4K sold.

Center for Financial Planning first reported a position in BNY in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 918 funds tracked by Wall St. Rank hold BNY as of Q3 2020.

  • Center for Financial Planning reported no remaining Bank of New York Mellon position as of Q3 2020 after selling out during the quarter.
  • Center for Financial Planning sold 100 Bank of New York Mellon shares in Q3 2020, an estimated $4K.
  • Center for Financial Planning first reported a position in Bank of New York Mellon in Q4 2019 and held it in 3 quarters.
  • Center for Financial Planning's Bank of New York Mellon position peaked at $5K in Q4 2019.
  • 918 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2020.

Based on Center for Financial Planning's 13F filing for Q3 2020, filed 12 Nov 2020.