Mariner Independent Advisor Network’s Bank of New York Mellon BNY Stock Holding History

Mariner Independent Advisor Network’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
2018 Q2	–	Sell	-12,017	Closed	-$619K	–	159
2018 Q1	$619K	Buy	+12,017	New	+$668K	0.04%	270

Other funds holding BNY

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Mariner Independent Advisor Network's BNY Position: Q2 2018 in Review

Mariner Independent Advisor Network sold out of Bank of New York Mellon (BNY) in Q2 2018, closing a stake of 12,017 shares — an estimated $619K sold.

Mariner Independent Advisor Network first reported a position in BNY in Q1 2018 and held it in 1 quarter. The position peaked at $619K in Q1 2018. 1,080 funds tracked by Wall St. Rank hold BNY as of Q2 2018.

Mariner Independent Advisor Network reported no remaining Bank of New York Mellon position as of Q2 2018 after selling out during the quarter.
Mariner Independent Advisor Network sold 12,017 Bank of New York Mellon shares in Q2 2018, an estimated $619K.
Mariner Independent Advisor Network first reported a position in Bank of New York Mellon in Q1 2018 and held it in 1 quarter.
Mariner Independent Advisor Network's Bank of New York Mellon position peaked at $619K in Q1 2018.
1,080 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2018, filed 17 Sep 2018.