Founders Capital Management (Texas)’s Bank of New York Mellon BNY Stock Holding History

Founders Capital Management (Texas)’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	-29,265	Closed	-$1.29M	–	321
2019 Q2	$1.29M	Hold	29,265	–	–	1.14%	26
2019 Q1	$1.48M	Hold	29,265	–	–	1.38%	22
2018 Q4	$1.38M	Sell	29,265 -280	-0.9%	-$13.6K	1.47%	22
2018 Q3	$1.51M	Buy	29,545 +80	+0.3%	+$4.21K	1.24%	28
2018 Q2	$1.59M	Buy	29,465 +230	+0.8%	+$12.7K	1.39%	26
2018 Q1	$1.51M	Hold	29,235	–	–	1.27%	31
2017 Q4	$1.57M	Buy	29,235 +540	+2%	+$28.8K	1.31%	30
2017 Q3	$1.52M	Buy	28,695 +495	+2%	+$26K	1.26%	32
2017 Q2	$1.44M	Buy	28,200 +10,260	+57%	+$491K	1.28%	32
2017 Q1	$847K	Buy	+17,940	New	+$839K	0.76%	43

Other funds holding BNY

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

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

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

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

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Founders Capital Management (Texas)'s BNY Position: Q3 2019 in Review

Founders Capital Management (Texas) sold out of Bank of New York Mellon (BNY) in Q3 2019, closing a stake of 29,265 shares — an estimated $1.29M sold.

Founders Capital Management (Texas) first reported a position in BNY in Q1 2017 and held it in 10 quarters. The position peaked at $1.59M in Q2 2018. 982 funds tracked by Wall St. Rank hold BNY as of Q3 2019.

Founders Capital Management (Texas) reported no remaining Bank of New York Mellon position as of Q3 2019 after selling out during the quarter.
Founders Capital Management (Texas) sold 29,265 Bank of New York Mellon shares in Q3 2019, an estimated $1.29M.
Founders Capital Management (Texas) first reported a position in Bank of New York Mellon in Q1 2017 and held it in 10 quarters.
Founders Capital Management (Texas)'s Bank of New York Mellon position peaked at $1.59M in Q2 2018.
982 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2019.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2019, filed 10 Oct 2019.