GGPS
BNY

Gary Goldberg Planning Services’s Bank of New York Mellon BNY Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$10K Hold
235
– – ﹤0.01% 353
2014
Q3 		$9K Buy
+235
New +$9.14K ﹤0.01% 385

Other funds holding BNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Gary Goldberg Planning Services's BNY Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Bank of New York Mellon (BNY) position steady in Q4 2014 at 235 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Gary Goldberg Planning Services first reported a position in BNY in Q3 2014 and has held it in 2 quarters since. 873 funds tracked by Wall St. Rank hold BNY as of Q4 2014.

  • Gary Goldberg Planning Services held 235 shares of Bank of New York Mellon worth $10K as of Q4 2014.
  • Gary Goldberg Planning Services left its Bank of New York Mellon share count unchanged in Q4 2014.
  • Bank of New York Mellon made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #353 holding.
  • Gary Goldberg Planning Services first reported a position in Bank of New York Mellon in Q3 2014 and has held it in 2 quarters since.
  • 873 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.