MSWM
BNY

Mader & Shannon Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Mader & Shannon 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
2014
Q3 		– Sell
-80,754
Closed -$3.03M – 14
2014
Q2 		$3.03M Buy
+80,754
New +$2.79M 2.33% 16

Other funds holding BNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Mader & Shannon Wealth Management's BNY Position: Q3 2014 in Review

Mader & Shannon Wealth Management sold out of Bank of New York Mellon (BNY) in Q3 2014, closing a stake of 80,754 shares — an estimated $3.03M sold.

Mader & Shannon Wealth Management first reported a position in BNY in Q2 2014 and held it in 1 quarter. The position peaked at $3.03M in Q2 2014. 803 funds tracked by Wall St. Rank hold BNY as of Q3 2014.

  • Mader & Shannon Wealth Management reported no remaining Bank of New York Mellon position as of Q3 2014 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 80,754 Bank of New York Mellon shares in Q3 2014, an estimated $3.03M.
  • Mader & Shannon Wealth Management first reported a position in Bank of New York Mellon in Q2 2014 and held it in 1 quarter.
  • Mader & Shannon Wealth Management's Bank of New York Mellon position peaked at $3.03M in Q2 2014.
  • 803 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2014.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2014, filed 14 Nov 2014.