HFP
BNY

Holistic Financial Partners’s Bank of New York Mellon BNY Stock Holding History

Holistic Financial 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
2018
Q2 		– Sell
-162
Closed -$8K – 72
2018
Q1 		$8K Hold
162
– – 0.01% 330
2017
Q4 		$9K Buy
+162
New +$8.63K 0.01% 334

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Holistic Financial Partners's BNY Position: Q2 2018 in Review

Holistic Financial Partners sold out of Bank of New York Mellon (BNY) in Q2 2018, closing a stake of 162 shares — an estimated $8K sold.

Holistic Financial Partners first reported a position in BNY in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q4 2017. 1,081 funds tracked by Wall St. Rank hold BNY as of Q2 2018.

  • Holistic Financial Partners reported no remaining Bank of New York Mellon position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 162 Bank of New York Mellon shares in Q2 2018, an estimated $8K.
  • Holistic Financial Partners first reported a position in Bank of New York Mellon in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Bank of New York Mellon position peaked at $9K in Q4 2017.
  • 1,081 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.