IIM
BNY

Ipswich Investment Management’s Bank of New York Mellon BNY Stock Holding History

Ipswich 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
2019
Q1 		– Sell
-850
Closed -$40K – 195
2018
Q4 		$40K Buy
+850
New +$41.3K 0.01% 292

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Ipswich Investment Management's BNY Position: Q1 2019 in Review

Ipswich Investment Management sold out of Bank of New York Mellon (BNY) in Q1 2019, closing a stake of 850 shares — an estimated $40K sold.

Ipswich Investment Management first reported a position in BNY in Q4 2018 and held it in 1 quarter. The position peaked at $40K in Q4 2018. 1,074 funds tracked by Wall St. Rank hold BNY as of Q1 2019.

  • Ipswich Investment Management reported no remaining Bank of New York Mellon position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 850 Bank of New York Mellon shares in Q1 2019, an estimated $40K.
  • Ipswich Investment Management first reported a position in Bank of New York Mellon in Q4 2018 and held it in 1 quarter.
  • Ipswich Investment Management's Bank of New York Mellon position peaked at $40K in Q4 2018.
  • 1,074 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.