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

Lee 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
2018 Q1	$1.6M	Buy	+31,000	New	+$1.72M	1.21%	28

Other funds holding BNY

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Lee Capital Management's BNY Position: Q1 2018 in Review

Lee Capital Management opened a new position in Bank of New York Mellon (BNY) in Q1 2018: 31,000 shares worth $1.6M. The stake represents 1.21% of the portfolio and ranks #28 among its holdings.

1,071 funds tracked by Wall St. Rank hold BNY as of Q1 2018.

Lee Capital Management held 31,000 shares of Bank of New York Mellon worth $1.6M as of Q1 2018.
Bank of New York Mellon was a new Lee Capital Management position in Q1 2018.
Bank of New York Mellon made up 1.21% of Lee Capital Management's portfolio in Q1 2018, its #28 holding.
1,071 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2018.

Based on Lee Capital Management's 13F filing for Q1 2018, filed 11 May 2018.