Emerson Investment Management’s Bank of New York Mellon BK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$752K Hold
2015
Q4
$841K Hold
2015
Q3
$799K Hold
2015
Q2
$857K Hold
2015
Q1
$821K Hold
2014
Q4
$828K Hold
2014
Q3
$790K Sell
2014
Q2
$767K Sell
2014
Q1
$728K Hold
2013
Q4
$721K Sell
2013
Q3
$728K Hold
2013
Q2
$677K Buy