Gideon Capital Advisors’s Bank of New York Mellon BNY Stock Holding History

Gideon Capital Advisors’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	-38,297	Closed	-$1.93M	–	27
2019 Q4	$1.93M	Buy	+38,297	New	+$1.83M	0.66%	50
2019 Q3	–	Sell	-34,480	Closed	-$1.52M	–	292
2019 Q2	$1.52M	Buy	34,480 +24,965	+262%	+$1.17M	0.53%	63
2019 Q1	$480K	Buy	+9,515	New	+$490K	0.17%	178
2018 Q2	–	Sell	-9,134	Closed	-$471K	–	367
2018 Q1	$471K	Sell	9,134 -9,815	-52%	-$546K	0.29%	128
2017 Q4	$1.02M	Buy	18,949 +2,084	+12%	+$111K	0.9%	11
2017 Q3	$894K	Buy	+16,865	New	+$885K	0.88%	10
2017 Q1	–	Sell	-17,638	Closed	-$836K	–	398
2016 Q4	$836K	Sell	17,638 -43,571	-71%	-$1.97M	0.53%	14
2016 Q3	$2.44M	Buy	+61,209	New	+$2.44M	1.48%	16
2016 Q2	–	Sell	-53,327	Closed	-$1.96M	–	200
2016 Q1	$1.96M	Buy	53,327 +37,209	+231%	+$1.35M	2.45%	2
2015 Q4	$664K	Buy	+16,118	New	+$677K	0.48%	76
2015 Q3	–	Sell	-79,946	Closed	-$3.35M	–	223
2015 Q2	$3.35M	Buy	+79,946	New	+$3.41M	1.39%	9
2015 Q1	–	Sell	-30,112	Closed	-$1.22M	–	228
2014 Q4	$1.22M	Buy	30,112 +3,113	+12%	+$122K	0.58%	61
2014 Q3	$1.05M	Buy	+26,999	New	+$1.05M	0.4%	83
2014 Q1	–	Sell	-15,770	Closed	-$551K	–	208
2013 Q4	$551K	Buy	+15,770	New	+$513K	0.33%	94

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Gideon Capital Advisors's BNY Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Bank of New York Mellon (BNY) in Q1 2020, closing a stake of 38,297 shares — an estimated $1.93M sold.

Gideon Capital Advisors first reported a position in BNY in Q4 2013 and held it in 14 quarters. The position peaked at $3.35M in Q2 2015. 898 funds tracked by Wall St. Rank hold BNY as of Q1 2020.

Gideon Capital Advisors reported no remaining Bank of New York Mellon position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 38,297 Bank of New York Mellon shares in Q1 2020, an estimated $1.93M.
Gideon Capital Advisors first reported a position in Bank of New York Mellon in Q4 2013 and held it in 14 quarters.
Gideon Capital Advisors's Bank of New York Mellon position peaked at $3.35M in Q2 2015.
898 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.