Ground Swell Capital’s Bank of New York Mellon BNY Stock Holding History

Ground Swell Capital’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 Q3	$74K	Buy	+1,908	New	+$74.2K	0.14%	136

Other funds holding BNY

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Ground Swell Capital's BNY Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Bank of New York Mellon (BNY) in Q3 2014: 1,908 shares worth $74K. The stake represents 0.14% of the portfolio and ranks #136 among its holdings.

803 funds tracked by Wall St. Rank hold BNY as of Q3 2014.

Ground Swell Capital held 1,908 shares of Bank of New York Mellon worth $74K as of Q3 2014.
Bank of New York Mellon was a new Ground Swell Capital position in Q3 2014.
Bank of New York Mellon made up 0.14% of Ground Swell Capital's portfolio in Q3 2014, its #136 holding.
803 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.