HWP
BNY

Hefty Wealth Partners’s Bank of New York Mellon BNY Stock Holding History

Hefty Wealth Partners’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
2016
Q2 		– Sell
-247
Closed -$9K – 213
2016
Q1 		$9K Buy
+247
New +$8.96K 0.01% 152

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Dodge & Cox
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State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Hefty Wealth Partners's BNY Position: Q2 2016 in Review

Hefty Wealth Partners sold out of Bank of New York Mellon (BNY) in Q2 2016, closing a stake of 247 shares — an estimated $9K sold.

Hefty Wealth Partners first reported a position in BNY in Q1 2016 and held it in 1 quarter. The position peaked at $9K in Q1 2016. 861 funds tracked by Wall St. Rank hold BNY as of Q2 2016.

  • Hefty Wealth Partners reported no remaining Bank of New York Mellon position as of Q2 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 247 Bank of New York Mellon shares in Q2 2016, an estimated $9K.
  • Hefty Wealth Partners first reported a position in Bank of New York Mellon in Q1 2016 and held it in 1 quarter.
  • Hefty Wealth Partners's Bank of New York Mellon position peaked at $9K in Q1 2016.
  • 861 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2016.

Based on Hefty Wealth Partners's 13F filing for Q2 2016, filed 11 Jul 2016.