CCM
BNY

Cox Capital Management’s Bank of New York Mellon BNY Stock Holding History

Cox Capital 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
2020
Q2 		– Sell
-250
Closed -$13K – 93
2020
Q1 		$13K Buy
+250
New +$10.5K 0.01% 138

Other funds holding BNY

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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 $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cox Capital Management's BNY Position: Q2 2020 in Review

Cox Capital Management sold out of Bank of New York Mellon (BNY) in Q2 2020, closing a stake of 250 shares — an estimated $13K sold.

Cox Capital Management first reported a position in BNY in Q1 2020 and held it in 1 quarter. The position peaked at $13K in Q1 2020. 944 funds tracked by Wall St. Rank hold BNY as of Q2 2020.

  • Cox Capital Management reported no remaining Bank of New York Mellon position as of Q2 2020 after selling out during the quarter.
  • Cox Capital Management sold 250 Bank of New York Mellon shares in Q2 2020, an estimated $13K.
  • Cox Capital Management first reported a position in Bank of New York Mellon in Q1 2020 and held it in 1 quarter.
  • Cox Capital Management's Bank of New York Mellon position peaked at $13K in Q1 2020.
  • 944 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2020.

Based on Cox Capital Management's 13F filing for Q2 2020, filed 1 Jul 2020.