Jackson Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-30,474
Closed -$1.57M 90
2018
Q1
$1.57M Buy
30,474
+2,765
+10% +$154K 0.44% 62
2017
Q4
$1.54M Buy
+27,709
New +$1.48M 0.39% 77

Other funds holding BNY

Jackson Wealth Management's BNY Position: Q2 2018 in Review

Jackson Wealth Management sold out of Bank of New York Mellon (BNY) in Q2 2018, closing a stake of 30,474 shares — an estimated $1.57M sold.

Jackson Wealth Management first reported a position in BNY in Q4 2017 and held it in 2 quarters. The position peaked at $1.57M in Q1 2018. 1,081 funds tracked by Wall St. Rank hold BNY as of Q2 2018.

  • Jackson Wealth Management reported no remaining Bank of New York Mellon position as of Q2 2018 after selling out during the quarter.
  • Jackson Wealth Management sold 30,474 Bank of New York Mellon shares in Q2 2018, an estimated $1.57M.
  • Jackson Wealth Management first reported a position in Bank of New York Mellon in Q4 2017 and held it in 2 quarters.
  • Jackson Wealth Management's Bank of New York Mellon position peaked at $1.57M in Q1 2018.
  • 1,081 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2018.

Based on Jackson Wealth Management's 13F filing for Q2 2018, filed 8 Aug 2018.