McAdams Wright Ragen’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$1.23M Buy
31,791
+7,550
+31% +$294K 0.07% 179
2014
Q2
$908K Buy
+24,241
New +$839K 0.05% 198

Other funds holding BNY

McAdams Wright Ragen's BNY Position: Q3 2014 in Review

McAdams Wright Ragen increased its Bank of New York Mellon (BNY) stake by 31% in Q3 2014, buying an estimated $294K and bringing the position to 31,791 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #179.

McAdams Wright Ragen first reported a position in BNY in Q2 2014 and has held it in 2 quarters since. 802 funds tracked by Wall St. Rank hold BNY as of Q3 2014.

  • McAdams Wright Ragen held 31,791 shares of Bank of New York Mellon worth $1.23M as of Q3 2014.
  • McAdams Wright Ragen bought 7,550 Bank of New York Mellon shares in Q3 2014, an estimated $294K.
  • Bank of New York Mellon made up 0.07% of McAdams Wright Ragen's portfolio in Q3 2014, its #179 holding.
  • McAdams Wright Ragen first reported a position in Bank of New York Mellon in Q2 2014 and has held it in 2 quarters since.
  • 802 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.