CQS
BNY

Credential Qtrade Securities’s Bank of New York Mellon BNY Stock Holding History

Credential Qtrade Securities’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 		– Sell
-1,374
Closed -$70.1K – 273
2018
Q3 		$70.1K Buy
+1,374
New +$72.3K 0.01% 223

Other funds holding BNY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $191B AUM 17.5% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Credential Qtrade Securities's BNY Position: Q4 2018 in Review

Credential Qtrade Securities sold out of Bank of New York Mellon (BNY) in Q4 2018, closing a stake of 1,374 shares — an estimated $70.1K sold.

Credential Qtrade Securities first reported a position in BNY in Q3 2018 and held it in 1 quarter. The position peaked at $70.1K in Q3 2018. 1,038 funds tracked by Wall St. Rank hold BNY as of Q4 2018.

  • Credential Qtrade Securities reported no remaining Bank of New York Mellon position as of Q4 2018 after selling out during the quarter.
  • Credential Qtrade Securities sold 1,374 Bank of New York Mellon shares in Q4 2018, an estimated $70.1K.
  • Credential Qtrade Securities first reported a position in Bank of New York Mellon in Q3 2018 and held it in 1 quarter.
  • Credential Qtrade Securities's Bank of New York Mellon position peaked at $70.1K in Q3 2018.
  • 1,038 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2018.

Based on Credential Qtrade Securities's 13F filing for Q4 2018, filed 21 Jul 2025.