Geneva Advisors’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $515K | Sell |
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|
2017
Q1 | $490K | Buy |
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|
2016
Q4 | $470K | Buy |
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|
2016
Q3 | $366K | Hold |
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|
2016
Q2 | $356K | Sell |
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|
2016
Q1 | $384K | Buy |
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|
2015
Q4 | $422K | Buy |
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|
2015
Q3 | $342K | Sell |
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|
2015
Q2 | $400K | Sell |
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|
2015
Q1 | $420K | Hold |
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|
2014
Q4 | $423K | Buy |
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|
2014
Q3 | $370K | Buy |
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|
2014
Q2 | $353K | Buy |
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|
2014
Q1 | $327K | Buy |
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