FundX Investment Group’s Bank of New York Mellon BNY Stock Holding History

FundX Investment Group’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
2020 Q1	–	Sell	-13,532	Closed	-$681K	–	38
2019 Q4	$681K	Hold	13,532	–	–	0.18%	40
2019 Q3	$612K	Hold	13,532	–	–	0.22%	28
2019 Q2	$597K	Hold	13,532	–	–	0.25%	31
2019 Q1	$682K	Hold	13,532	–	–	0.23%	34
2018 Q4	$637K	Hold	13,532	–	–	0.24%	36
2018 Q3	$690K	Hold	13,532	–	–	0.38%	24
2018 Q2	$730K	Hold	13,532	–	–	0.36%	24
2018 Q1	$697K	Hold	13,532	–	–	0.37%	22
2017 Q4	$729K	Hold	13,532	–	–	0.37%	27
2017 Q3	$717K	Hold	13,532	–	–	0.3%	22
2017 Q2	$690K	Hold	13,532	–	–	0.28%	25
2017 Q1	$639K	Hold	13,532	–	–	0.27%	34
2016 Q4	$641K	Hold	13,532	–	–	0.22%	32
2016 Q3	$540K	Buy	+13,532	New	+$540K	0.14%	37

Other funds holding BNY

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

FundX Investment Group's BNY Position: Q1 2020 in Review

FundX Investment Group sold out of Bank of New York Mellon (BNY) in Q1 2020, closing a stake of 13,532 shares — an estimated $681K sold.

FundX Investment Group first reported a position in BNY in Q3 2016 and held it in 14 quarters. The position peaked at $730K in Q2 2018. 898 funds tracked by Wall St. Rank hold BNY as of Q1 2020.

FundX Investment Group reported no remaining Bank of New York Mellon position as of Q1 2020 after selling out during the quarter.
FundX Investment Group sold 13,532 Bank of New York Mellon shares in Q1 2020, an estimated $681K.
FundX Investment Group first reported a position in Bank of New York Mellon in Q3 2016 and held it in 14 quarters.
FundX Investment Group's Bank of New York Mellon position peaked at $730K in Q2 2018.
898 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2020.

Based on FundX Investment Group's 13F filing for Q1 2020, filed 24 Apr 2020.