MS
BNY

Madison Scottsdale’s Bank of New York Mellon BNY Stock Holding History

Madison Scottsdale’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
2013
Q4 		– Sell
-4,000
Closed -$121K – 29
2013
Q3 		$121K Hold
4,000
– – 0.12% 37
2013
Q2 		$112K Buy
+4,000
New +$115K 0.11% 48

Other funds holding BNY

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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 $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Madison Scottsdale's BNY Position: Q4 2013 in Review

Madison Scottsdale sold out of Bank of New York Mellon (BNY) in Q4 2013, closing a stake of 4,000 shares — an estimated $121K sold.

Madison Scottsdale first reported a position in BNY in Q2 2013 and held it in 2 quarters. The position peaked at $121K in Q3 2013. 761 funds tracked by Wall St. Rank hold BNY as of Q4 2013.

  • Madison Scottsdale reported no remaining Bank of New York Mellon position as of Q4 2013 after selling out during the quarter.
  • Madison Scottsdale sold 4,000 Bank of New York Mellon shares in Q4 2013, an estimated $121K.
  • Madison Scottsdale first reported a position in Bank of New York Mellon in Q2 2013 and held it in 2 quarters.
  • Madison Scottsdale's Bank of New York Mellon position peaked at $121K in Q3 2013.
  • 761 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2013.

Based on Madison Scottsdale's 13F filing for Q4 2013, filed 12 Feb 2014.