CIR
BNY

Clear Investment Research’s Bank of New York Mellon BNY Stock Holding History

Clear Investment Research’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
2019
Q4 		– Sell
-11
Closed – – 141
2019
Q3 		$0 Hold
11
– – ﹤0.01% 244
2019
Q2 		$0 Hold
11
– – ﹤0.01% 244
2019
Q1 		$1K Hold
11
– – ﹤0.01% 140
2018
Q4 		$1K Hold
11
– – ﹤0.01% 134
2018
Q3 		$1K Buy
+11
New +$579 ﹤0.01% 143

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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 $59.9B AUM 27.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Clear Investment Research's BNY Position: Q4 2019 in Review

Clear Investment Research sold out of Bank of New York Mellon (BNY) in Q4 2019, closing a stake of 11 shares.

Clear Investment Research first reported a position in BNY in Q3 2018 and held it in 5 quarters. The position peaked at $1K in Q1 2019. 1,065 funds tracked by Wall St. Rank hold BNY as of Q4 2019.

  • Clear Investment Research reported no remaining Bank of New York Mellon position as of Q4 2019 after selling out during the quarter.
  • Clear Investment Research sold 11 Bank of New York Mellon shares in Q4 2019.
  • Clear Investment Research first reported a position in Bank of New York Mellon in Q3 2018 and held it in 5 quarters.
  • Clear Investment Research's Bank of New York Mellon position peaked at $1K in Q1 2019.
  • 1,065 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2019.

Based on Clear Investment Research's 13F filing for Q4 2019, filed 4 Feb 2020.