JPLA
BNY

Joseph P. Lucia & Associates’s Bank of New York Mellon BNY Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-23
Closed -$1K – 453
2019
Q2 		$1K Sell
23
-1,155
-98% -$54.3K ﹤0.01% 421
2019
Q1 		$23 Buy
+1,178
New +$60.7K ﹤0.01% 318

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Joseph P. Lucia & Associates's BNY Position: Q3 2019 in Review

Joseph P. Lucia & Associates sold out of Bank of New York Mellon (BNY) in Q3 2019, closing a stake of 23 shares — an estimated $1K sold.

Joseph P. Lucia & Associates first reported a position in BNY in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 983 funds tracked by Wall St. Rank hold BNY as of Q3 2019.

  • Joseph P. Lucia & Associates reported no remaining Bank of New York Mellon position as of Q3 2019 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 23 Bank of New York Mellon shares in Q3 2019, an estimated $1K.
  • Joseph P. Lucia & Associates first reported a position in Bank of New York Mellon in Q1 2019 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's Bank of New York Mellon position peaked at $1K in Q2 2019.
  • 983 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2019.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2019, filed 15 Oct 2019.