FIG
BNY

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

Fusion 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
2015
Q4 		– Sell
-1,500
Closed -$59K – 82
2015
Q3 		$59K Hold
1,500
– – 0.14% 93
2015
Q2 		$63K Buy
+1,500
New +$63.9K 0.05% 127
2014
Q1 		– Sell
-9,500
Closed -$332K – 224
2013
Q4 		$332K Buy
+9,500
New +$309K 0.25% 92

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $298B AUM 21.96% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Fusion Investment Group's BNY Position: Q4 2015 in Review

Fusion Investment Group sold out of Bank of New York Mellon (BNY) in Q4 2015, closing a stake of 1,500 shares — an estimated $59K sold.

Fusion Investment Group first reported a position in BNY in Q4 2013 and held it in 3 quarters. The position peaked at $332K in Q4 2013. 896 funds tracked by Wall St. Rank hold BNY as of Q4 2015.

  • Fusion Investment Group reported no remaining Bank of New York Mellon position as of Q4 2015 after selling out during the quarter.
  • Fusion Investment Group sold 1,500 Bank of New York Mellon shares in Q4 2015, an estimated $59K.
  • Fusion Investment Group first reported a position in Bank of New York Mellon in Q4 2013 and held it in 3 quarters.
  • Fusion Investment Group's Bank of New York Mellon position peaked at $332K in Q4 2013.
  • 896 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.