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 $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 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. 1,073 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.
1,073 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.