Clarfeld Financial Advisors’s Bank of New York Mellon BNY Stock Holding History

Clarfeld Financial 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 Q4	$13K	Buy	+275	New	+$13.4K	0.01%	194

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Clarfeld Financial Advisors's BNY Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Bank of New York Mellon (BNY) in Q4 2018: 275 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #194 among its holdings.

1,038 funds tracked by Wall St. Rank hold BNY as of Q4 2018.

Clarfeld Financial Advisors held 275 shares of Bank of New York Mellon worth $13K as of Q4 2018.
Bank of New York Mellon was a new Clarfeld Financial Advisors position in Q4 2018.
Bank of New York Mellon made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #194 holding.
1,038 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.