IPRC
BNY

Indices-Pac Research Corporation’s Bank of New York Mellon BNY Stock Holding History

Indices-Pac Research Corporation’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
Q1 		– Sell
-6,366
Closed -$222K – 203
2013
Q4 		$222K Buy
+6,366
New +$207K 0.14% 191
2013
Q3 		– Sell
-17,525
Closed -$492K – 184
2013
Q2 		$492K Buy
+17,525
New +$503K 0.32% 104

Other funds holding BNY

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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

Indices-Pac Research Corporation's BNY Position: Q1 2014 in Review

Indices-Pac Research Corporation sold out of Bank of New York Mellon (BNY) in Q1 2014, closing a stake of 6,366 shares — an estimated $222K sold.

Indices-Pac Research Corporation first reported a position in BNY in Q2 2013 and held it in 2 quarters. The position peaked at $492K in Q2 2013. 765 funds tracked by Wall St. Rank hold BNY as of Q1 2014.

  • Indices-Pac Research Corporation reported no remaining Bank of New York Mellon position as of Q1 2014 after selling out during the quarter.
  • Indices-Pac Research Corporation sold 6,366 Bank of New York Mellon shares in Q1 2014, an estimated $222K.
  • Indices-Pac Research Corporation first reported a position in Bank of New York Mellon in Q2 2013 and held it in 2 quarters.
  • Indices-Pac Research Corporation's Bank of New York Mellon position peaked at $492K in Q2 2013.
  • 765 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2014.

Based on Indices-Pac Research Corporation's 13F filing for Q1 2014, filed 15 May 2014.