Litman Gregory Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Litman Gregory 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
2020 Q1	–	Sell	-697	Closed	-$35K	–	172
2019 Q4	$35K	Hold	697	–	–	0.01%	104
2019 Q3	$32K	Sell	697 -697	-50%	-$31K	0.01%	89
2019 Q2	$62K	Buy	+1,394	New	+$65.5K	0.02%	81

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Litman Gregory Wealth Management's BNY Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of Bank of New York Mellon (BNY) in Q1 2020, closing a stake of 697 shares — an estimated $35K sold.

Litman Gregory Wealth Management first reported a position in BNY in Q2 2019 and held it in 3 quarters. The position peaked at $62K in Q2 2019. 897 funds tracked by Wall St. Rank hold BNY as of Q1 2020.

Litman Gregory Wealth Management reported no remaining Bank of New York Mellon position as of Q1 2020 after selling out during the quarter.
Litman Gregory Wealth Management sold 697 Bank of New York Mellon shares in Q1 2020, an estimated $35K.
Litman Gregory Wealth Management first reported a position in Bank of New York Mellon in Q2 2019 and held it in 3 quarters.
Litman Gregory Wealth Management's Bank of New York Mellon position peaked at $62K in Q2 2019.
897 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.