Francis L. Coolidge’s Bank of New York Mellon BNY Stock Holding History

Francis L. Coolidge’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 Q2	$652K	Buy	+23,260	New	+$668K	0.79%	34

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

Francis L. Coolidge's BNY Position: Q2 2013 in Review

Francis L. Coolidge opened a new position in Bank of New York Mellon (BNY) in Q2 2013: 23,260 shares worth $652K. The stake represents 0.79% of the portfolio and ranks #34 among its holdings.

708 funds tracked by Wall St. Rank hold BNY as of Q2 2013.

Francis L. Coolidge held 23,260 shares of Bank of New York Mellon worth $652K as of Q2 2013.
Bank of New York Mellon was a new Francis L. Coolidge position in Q2 2013.
Bank of New York Mellon made up 0.79% of Francis L. Coolidge's portfolio in Q2 2013, its #34 holding.
708 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2013.

Based on Francis L. Coolidge's 13F filing for Q2 2013, filed 7 Aug 2013.