JOYN Advisors’s Bank of New York Mellon BNY Stock Holding History

JOYN Advisors’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	-2,050	Closed	-$96K	–	267
2018 Q4	$96K	Buy	2,050 +1,387	+209%	+$67.4K	0.02%	203
2018 Q3	$34K	Sell	663 -180	-21%	-$9.47K	0.01%	505
2018 Q2	$45K	Buy	843 +608	+259%	+$33.5K	0.01%	424
2018 Q1	$12K	Buy	+235	New	+$13.1K	﹤0.01%	746

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

JOYN Advisors's BNY Position: Q1 2019 in Review

JOYN Advisors sold out of Bank of New York Mellon (BNY) in Q1 2019, closing a stake of 2,050 shares — an estimated $96K sold.

JOYN Advisors first reported a position in BNY in Q1 2018 and held it in 4 quarters. The position peaked at $96K in Q4 2018. 1,074 funds tracked by Wall St. Rank hold BNY as of Q1 2019.

JOYN Advisors reported no remaining Bank of New York Mellon position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 2,050 Bank of New York Mellon shares in Q1 2019, an estimated $96K.
JOYN Advisors first reported a position in Bank of New York Mellon in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Bank of New York Mellon position peaked at $96K in Q4 2018.
1,074 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.