ITIM
BNY

Indiana Trust & Investment Management’s Bank of New York Mellon BNY Stock Holding History

Indiana Trust & Investment Management’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
2013
Q4 		– Sell
-500
Closed -$15K – 304
2013
Q3 		$15K Buy
+500
New +$15.3K 0.01% 237

Other funds holding BNY

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Berkshire Hathaway
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

Indiana Trust & Investment Management's BNY Position: Q4 2013 in Review

Indiana Trust & Investment Management sold out of Bank of New York Mellon (BNY) in Q4 2013, closing a stake of 500 shares — an estimated $15K sold.

Indiana Trust & Investment Management first reported a position in BNY in Q3 2013 and held it in 1 quarter. The position peaked at $15K in Q3 2013. 761 funds tracked by Wall St. Rank hold BNY as of Q4 2013.

  • Indiana Trust & Investment Management reported no remaining Bank of New York Mellon position as of Q4 2013 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 500 Bank of New York Mellon shares in Q4 2013, an estimated $15K.
  • Indiana Trust & Investment Management first reported a position in Bank of New York Mellon in Q3 2013 and held it in 1 quarter.
  • Indiana Trust & Investment Management's Bank of New York Mellon position peaked at $15K in Q3 2013.
  • 761 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2013.

Based on Indiana Trust & Investment Management's 13F filing for Q4 2013, filed 9 Jan 2014.