KFP
BNY

Keystone Financial Planning’s Bank of New York Mellon BNY Stock Holding History

Keystone Financial Planning’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
Q4 		– Sell
-21,167
Closed -$957K – 46
2019
Q3 		$957K Buy
21,167
+10,682
+102% +$476K 0.46% 39
2019
Q2 		$463K Buy
+10,485
New +$493K 0.23% 44

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 $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Keystone Financial Planning's BNY Position: Q4 2019 in Review

Keystone Financial Planning sold out of Bank of New York Mellon (BNY) in Q4 2019, closing a stake of 21,167 shares — an estimated $957K sold.

Keystone Financial Planning first reported a position in BNY in Q2 2019 and held it in 2 quarters. The position peaked at $957K in Q3 2019. 1,064 funds tracked by Wall St. Rank hold BNY as of Q4 2019.

  • Keystone Financial Planning reported no remaining Bank of New York Mellon position as of Q4 2019 after selling out during the quarter.
  • Keystone Financial Planning sold 21,167 Bank of New York Mellon shares in Q4 2019, an estimated $957K.
  • Keystone Financial Planning first reported a position in Bank of New York Mellon in Q2 2019 and held it in 2 quarters.
  • Keystone Financial Planning's Bank of New York Mellon position peaked at $957K in Q3 2019.
  • 1,064 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2019.

Based on Keystone Financial Planning's 13F filing for Q4 2019, filed 6 Feb 2020.