FFW
BNY

Fusion Family Wealth’s Bank of New York Mellon BNY Stock Holding History

Fusion Family Wealth’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
2018
Q4 		– Sell
-126
Closed -$6K – 258
2018
Q3 		$6K Hold
126
– – ﹤0.01% 208
2018
Q2 		$7K Buy
+126
New +$6.95K ﹤0.01% 220

Other funds holding BNY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Fusion Family Wealth's BNY Position: Q4 2018 in Review

Fusion Family Wealth sold out of Bank of New York Mellon (BNY) in Q4 2018, closing a stake of 126 shares — an estimated $6K sold.

Fusion Family Wealth first reported a position in BNY in Q2 2018 and held it in 2 quarters. The position peaked at $7K in Q2 2018. 1,038 funds tracked by Wall St. Rank hold BNY as of Q4 2018.

  • Fusion Family Wealth reported no remaining Bank of New York Mellon position as of Q4 2018 after selling out during the quarter.
  • Fusion Family Wealth sold 126 Bank of New York Mellon shares in Q4 2018, an estimated $6K.
  • Fusion Family Wealth first reported a position in Bank of New York Mellon in Q2 2018 and held it in 2 quarters.
  • Fusion Family Wealth's Bank of New York Mellon position peaked at $7K in Q2 2018.
  • 1,038 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2018.

Based on Fusion Family Wealth's 13F filing for Q4 2018, filed 18 Jan 2019.