Kiley Juergens Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Kiley Juergens Wealth Management’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
2018 Q4	–	Sell	-430	Closed	-$21K	–	104
2018 Q3	$21K	Buy	430 +50	+13%	+$2.63K	0.02%	350
2018 Q2	$0	Buy	+380	New	+$21K	﹤0.01%	584
2018 Q1	–	Sell	-332	Closed	-$17K	–	141
2017 Q4	$17K	Buy	+332	New	+$17.7K	0.02%	368

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Kiley Juergens Wealth Management's BNY Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Bank of New York Mellon (BNY) in Q4 2018, closing a stake of 430 shares — an estimated $21K sold.

Kiley Juergens Wealth Management first reported a position in BNY in Q4 2017 and held it in 3 quarters. The position peaked at $21K in Q3 2018. 1,038 funds tracked by Wall St. Rank hold BNY as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Bank of New York Mellon position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 430 Bank of New York Mellon shares in Q4 2018, an estimated $21K.
Kiley Juergens Wealth Management first reported a position in Bank of New York Mellon in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Bank of New York Mellon position peaked at $21K in Q3 2018.
1,038 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.