Kaizen Advisory’s Bank of New York Mellon BNY Stock Holding History

Kaizen Advisory's BNY Position: Q4 2018 in Review

Kaizen Advisory reduced its Bank of New York Mellon (BNY) stake by 2.1% in Q4 2018, selling an estimated $2.62K and leaving 2,504 shares worth $118K. The position accounts for 0.08% of the portfolio, ranked #201.

Kaizen Advisory first reported a position in BNY in Q4 2017 and has held it in 5 quarters since. The position peaked at $138K in Q2 2018. 1,037 funds tracked by Wall St. Rank hold BNY as of Q4 2018.

• Kaizen Advisory held 2,504 shares of Bank of New York Mellon worth $118K as of Q4 2018.
• Kaizen Advisory sold 54 Bank of New York Mellon shares in Q4 2018, an estimated $2.62K.
• Bank of New York Mellon made up 0.08% of Kaizen Advisory's portfolio in Q4 2018, its #201 holding.
• Kaizen Advisory first reported a position in Bank of New York Mellon in Q4 2017 and has held it in 5 quarters since.
• Kaizen Advisory's Bank of New York Mellon position peaked at $138K in Q2 2018.
• 1,037 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.