LA
BNY

Legacy Advisors’s Bank of New York Mellon BNY Stock Holding History

Legacy Advisors’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
Q3 		– Sell
-100
Closed -$4K – 138
2019
Q2 		$4K Sell
100
-150
-60% -$7.05K ﹤0.01% 329
2019
Q1 		$13K Buy
+250
New +$12.9K ﹤0.01% 309
2018
Q4 		– Sell
-250
Closed -$13K – 147
2018
Q3 		$13K Hold
250
– – 0.01% 322
2018
Q2 		$13K Hold
250
– – 0.01% 284
2018
Q1 		$13K Buy
250
+100
+67% +$5.56K 0.01% 242
2017
Q4 		$8K Sell
150
-116
-44% -$6.18K 0.01% 272
2017
Q3 		$14K Buy
+266
New +$14K 0.02% 186

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Legacy Advisors's BNY Position: Q3 2019 in Review

Legacy Advisors sold out of Bank of New York Mellon (BNY) in Q3 2019, closing a stake of 100 shares — an estimated $4K sold.

Legacy Advisors first reported a position in BNY in Q3 2017 and held it in 7 quarters. The position peaked at $14K in Q3 2017. 982 funds tracked by Wall St. Rank hold BNY as of Q3 2019.

  • Legacy Advisors reported no remaining Bank of New York Mellon position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 100 Bank of New York Mellon shares in Q3 2019, an estimated $4K.
  • Legacy Advisors first reported a position in Bank of New York Mellon in Q3 2017 and held it in 7 quarters.
  • Legacy Advisors's Bank of New York Mellon position peaked at $14K in Q3 2017.
  • 982 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.