Cypress Asset Management’s Bank of New York Mellon BNY Stock Holding History

Cypress Asset 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
2018 Q4	–	Sell	-28,120	Closed	-$1.43M	–	154
2018 Q3	$1.43M	Sell	28,120 -4,725	-14%	-$249K	0.42%	69
2018 Q2	$1.77M	Sell	32,845 -3,390	-9%	-$187K	0.52%	61
2018 Q1	$1.87M	Sell	36,235 -27,675	-43%	-$1.54M	0.55%	61
2017 Q4	$3.44M	Sell	63,910 -860	-1%	-$45.8K	0.74%	44
2017 Q3	$3.43M	Buy	+64,770	New	+$3.4M	0.74%	49

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Cypress Asset Management's BNY Position: Q4 2018 in Review

Cypress Asset Management sold out of Bank of New York Mellon (BNY) in Q4 2018, closing a stake of 28,120 shares — an estimated $1.43M sold.

Cypress Asset Management first reported a position in BNY in Q3 2017 and held it in 5 quarters. The position peaked at $3.44M in Q4 2017. 1,037 funds tracked by Wall St. Rank hold BNY as of Q4 2018.

Cypress Asset Management reported no remaining Bank of New York Mellon position as of Q4 2018 after selling out during the quarter.
Cypress Asset Management sold 28,120 Bank of New York Mellon shares in Q4 2018, an estimated $1.43M.
Cypress Asset Management first reported a position in Bank of New York Mellon in Q3 2017 and held it in 5 quarters.
Cypress Asset Management's Bank of New York Mellon position peaked at $3.44M in Q4 2017.
1,037 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2018.

Based on Cypress Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.