Kings Point Capital Management’s Bank of New York Mellon BNY Stock Holding History

Kings Point Capital 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
2019 Q1	–	Sell	-2,000	Closed	-$94K	–	357
2018 Q4	$94K	Hold	2,000	–	–	0.02%	164
2018 Q3	$102K	Hold	2,000	–	–	0.02%	183
2018 Q2	$108K	Sell	2,000 -195	-9%	-$10.8K	0.02%	176
2018 Q1	$113K	Hold	2,195	–	–	0.02%	170
2017 Q4	$118K	Buy	2,195 +195	+10%	+$10.4K	0.02%	173
2017 Q3	$106K	Hold	2,000	–	–	0.02%	174
2017 Q2	$102K	Hold	2,000	–	–	0.02%	178
2017 Q1	$94K	Hold	2,000	–	–	0.02%	182
2016 Q4	$95K	Hold	2,000	–	–	0.02%	166
2016 Q3	$80K	Sell	2,000 -7,566	-79%	-$302K	0.02%	158
2016 Q2	$372K	Sell	9,566 -84,476	-90%	-$3.36M	0.1%	93
2016 Q1	$3.46M	Buy	94,042 +5,440	+6%	+$197K	0.88%	38
2015 Q4	$3.65M	Buy	88,602 +86,102	+3,444%	+$3.62M	0.91%	36
2015 Q3	$98K	Hold	2,500	–	–	0.03%	175
2015 Q2	$105K	Hold	2,500	–	–	0.03%	165
2015 Q1	$101K	Hold	2,500	–	–	0.03%	168
2014 Q4	$101K	Hold	2,500	–	–	0.03%	153
2014 Q3	$97K	Sell	2,500 -235	-9%	-$9.14K	0.03%	141
2014 Q2	$103K	Buy	2,735 +235	+9%	+$8.13K	0.03%	135
2014 Q1	$88K	Hold	2,500	–	–	0.03%	135
2013 Q4	$87K	Hold	2,500	–	–	0.03%	134
2013 Q3	$75K	Buy	2,500 +500	+25%	+$15.3K	0.03%	149
2013 Q2	$56K	Buy	+2,000	New	+$57.4K	0.02%	172

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

Kings Point Capital Management's BNY Position: Q1 2019 in Review

Kings Point Capital Management sold out of Bank of New York Mellon (BNY) in Q1 2019, closing a stake of 2,000 shares — an estimated $94K sold.

Kings Point Capital Management first reported a position in BNY in Q2 2013 and held it in 23 quarters. The position peaked at $3.65M in Q4 2015. 1,073 funds tracked by Wall St. Rank hold BNY as of Q1 2019.

Kings Point Capital Management reported no remaining Bank of New York Mellon position as of Q1 2019 after selling out during the quarter.
Kings Point Capital Management sold 2,000 Bank of New York Mellon shares in Q1 2019, an estimated $94K.
Kings Point Capital Management first reported a position in Bank of New York Mellon in Q2 2013 and held it in 23 quarters.
Kings Point Capital Management's Bank of New York Mellon position peaked at $3.65M in Q4 2015.
1,073 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2019.

Based on Kings Point Capital Management's 13F filing for Q1 2019, filed 15 May 2019.