Lehman Financial Resources’s Bank of New York Mellon BNY Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-1,000	Closed	-$39K	–	92
2015 Q3	$39K	Hold	1,000	–	–	0.02%	173
2015 Q2	$41K	Hold	1,000	–	–	0.02%	172
2015 Q1	$40K	Hold	1,000	–	–	0.02%	178
2014 Q4	$41K	Hold	1,000	–	–	0.02%	160
2014 Q3	$39K	Hold	1,000	–	–	0.02%	170
2014 Q2	$37K	Hold	1,000	–	–	0.02%	170
2014 Q1	$35K	Hold	1,000	–	–	0.02%	164
2013 Q4	$35K	Hold	1,000	–	–	0.02%	158
2013 Q3	$30K	Hold	1,000	–	–	0.02%	162
2013 Q2	$28K	Buy	+1,000	New	+$28.7K	0.02%	145

Other funds holding BNY

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Lehman Financial Resources's BNY Position: Q4 2015 in Review

Lehman Financial Resources sold out of Bank of New York Mellon (BNY) in Q4 2015, closing a stake of 1,000 shares — an estimated $39K sold.

Lehman Financial Resources first reported a position in BNY in Q2 2013 and held it in 10 quarters. The position peaked at $41K in Q2 2015. 896 funds tracked by Wall St. Rank hold BNY as of Q4 2015.

Lehman Financial Resources reported no remaining Bank of New York Mellon position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 1,000 Bank of New York Mellon shares in Q4 2015, an estimated $39K.
Lehman Financial Resources first reported a position in Bank of New York Mellon in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Bank of New York Mellon position peaked at $41K in Q2 2015.
896 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.