First Merchants Corp’s Bank of New York Mellon BNY Stock Holding History

First Merchants Corp’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
2013 Q4	–	Sell	-11,815	Closed	-$357K	–	127
2013 Q3	$357K	Sell	11,815 -8,785	-43%	-$269K	0.12%	115
2013 Q2	$577K	Buy	+20,600	New	+$592K	0.2%	102

Other funds holding BNY

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

First Merchants Corp's BNY Position: Q4 2013 in Review

First Merchants Corp sold out of Bank of New York Mellon (BNY) in Q4 2013, closing a stake of 11,815 shares — an estimated $357K sold.

First Merchants Corp first reported a position in BNY in Q2 2013 and held it in 2 quarters. The position peaked at $577K in Q2 2013. 761 funds tracked by Wall St. Rank hold BNY as of Q4 2013.

First Merchants Corp reported no remaining Bank of New York Mellon position as of Q4 2013 after selling out during the quarter.
First Merchants Corp sold 11,815 Bank of New York Mellon shares in Q4 2013, an estimated $357K.
First Merchants Corp first reported a position in Bank of New York Mellon in Q2 2013 and held it in 2 quarters.
First Merchants Corp's Bank of New York Mellon position peaked at $577K in Q2 2013.
761 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2013.

Based on First Merchants Corp's 13F filing for Q4 2013, filed 31 Jan 2014.