DWM
BNY

Doyle Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Doyle Wealth 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
2019
Q3 		– Sell
-364
Closed -$16K – 261
2019
Q2 		$16K Buy
+364
New +$17.1K ﹤0.01% 550

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $6.16B AUM 3.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Doyle Wealth Management's BNY Position: Q3 2019 in Review

Doyle Wealth Management sold out of Bank of New York Mellon (BNY) in Q3 2019, closing a stake of 364 shares — an estimated $16K sold.

Doyle Wealth Management first reported a position in BNY in Q2 2019 and held it in 1 quarter. The position peaked at $16K in Q2 2019. 983 funds tracked by Wall St. Rank hold BNY as of Q3 2019.

  • Doyle Wealth Management reported no remaining Bank of New York Mellon position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 364 Bank of New York Mellon shares in Q3 2019, an estimated $16K.
  • Doyle Wealth Management first reported a position in Bank of New York Mellon in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's Bank of New York Mellon position peaked at $16K in Q2 2019.
  • 983 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.