D. Scott Neal’s Bank of New York Mellon BNY Stock Holding History

D. Scott Neal’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
2017 Q3	–	Sell	-542	Closed	-$28K	–	185
2017 Q2	$28K	Hold	542	–	–	0.02%	115
2017 Q1	$26K	Hold	542	–	–	0.02%	100
2016 Q4	$26K	Hold	542	–	–	0.02%	95
2016 Q3	$22K	Sell	542 -539	-50%	-$21.5K	0.02%	90
2016 Q2	$42K	Hold	1,081	–	–	0.04%	70
2016 Q1	$40K	Hold	1,081	–	–	0.04%	62
2015 Q4	$45K	Buy	+1,081	New	+$45.4K	0.04%	63

Other funds holding BNY

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

D. Scott Neal's BNY Position: Q3 2017 in Review

D. Scott Neal sold out of Bank of New York Mellon (BNY) in Q3 2017, closing a stake of 542 shares — an estimated $28K sold.

D. Scott Neal first reported a position in BNY in Q4 2015 and held it in 7 quarters. The position peaked at $45K in Q4 2015. 971 funds tracked by Wall St. Rank hold BNY as of Q3 2017.

D. Scott Neal reported no remaining Bank of New York Mellon position as of Q3 2017 after selling out during the quarter.
D. Scott Neal sold 542 Bank of New York Mellon shares in Q3 2017, an estimated $28K.
D. Scott Neal first reported a position in Bank of New York Mellon in Q4 2015 and held it in 7 quarters.
D. Scott Neal's Bank of New York Mellon position peaked at $45K in Q4 2015.
971 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2017.

Based on D. Scott Neal's 13F filing for Q3 2017, filed 18 Oct 2017.