GWA
BNY

Guidant Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

Guidant Wealth 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
2018
Q3 		– Sell
-27
Closed -$1K – 223
2018
Q2 		$1K Buy
+27
New +$1.49K ﹤0.01% 193

Other funds holding BNY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Guidant Wealth Advisors's BNY Position: Q3 2018 in Review

Guidant Wealth Advisors sold out of Bank of New York Mellon (BNY) in Q3 2018, closing a stake of 27 shares — an estimated $1K sold.

Guidant Wealth Advisors first reported a position in BNY in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 1,065 funds tracked by Wall St. Rank hold BNY as of Q3 2018.

  • Guidant Wealth Advisors reported no remaining Bank of New York Mellon position as of Q3 2018 after selling out during the quarter.
  • Guidant Wealth Advisors sold 27 Bank of New York Mellon shares in Q3 2018, an estimated $1K.
  • Guidant Wealth Advisors first reported a position in Bank of New York Mellon in Q2 2018 and held it in 1 quarter.
  • Guidant Wealth Advisors's Bank of New York Mellon position peaked at $1K in Q2 2018.
  • 1,065 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2018.

Based on Guidant Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.