Financial Gravity Companies’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$5K Buy
+90
New +$4.37K ﹤0.01% 695
2018
Q1
$68K Buy
1,267
+1,178
+1,324% +$65.5K 0.07% 244
2017
Q4
$5K Buy
+89
New +$4.74K 0.01% 705

Other funds holding BNY

Financial Gravity Companies's BNY Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Bank of New York Mellon (BNY) in Q4 2018: 90 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #695 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BNY as recently as Q1 2018.

Financial Gravity Companies first reported a position in BNY in Q4 2017 and has held it in 3 quarters since. The position peaked at $68K in Q1 2018. 1,038 funds tracked by Wall St. Rank hold BNY as of Q4 2018.

  • Financial Gravity Companies held 90 shares of Bank of New York Mellon worth $5K as of Q4 2018.
  • Bank of New York Mellon was a new Financial Gravity Companies position in Q4 2018.
  • Bank of New York Mellon made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #695 holding.
  • Financial Gravity Companies first reported a position in Bank of New York Mellon in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Bank of New York Mellon position peaked at $68K in Q1 2018.
  • 1,038 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.