Mid Atlantic Financial Management’s Bank of New York Mellon BNY Stock Holding History

Mid Atlantic Financial 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	-8,042	Closed	-$405K	–	691
2019 Q4	$405K	Sell	8,042 -1,011	-11%	-$48.2K	0.04%	452
2019 Q3	$409K	Sell	9,053 -400	-4%	-$17.8K	0.04%	410
2019 Q2	$417K	Sell	9,453 -388	-4%	-$18.2K	0.04%	419
2019 Q1	$496K	Sell	9,841 -1,046	-10%	-$53.9K	0.05%	363
2018 Q4	$512K	Buy	+10,887	New	+$529K	0.06%	322

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

Mid Atlantic Financial Management's BNY Position: Q1 2020 in Review

Mid Atlantic Financial Management sold out of Bank of New York Mellon (BNY) in Q1 2020, closing a stake of 8,042 shares — an estimated $405K sold.

Mid Atlantic Financial Management first reported a position in BNY in Q4 2018 and held it in 5 quarters. The position peaked at $512K in Q4 2018. 898 funds tracked by Wall St. Rank hold BNY as of Q1 2020.

Mid Atlantic Financial Management reported no remaining Bank of New York Mellon position as of Q1 2020 after selling out during the quarter.
Mid Atlantic Financial Management sold 8,042 Bank of New York Mellon shares in Q1 2020, an estimated $405K.
Mid Atlantic Financial Management first reported a position in Bank of New York Mellon in Q4 2018 and held it in 5 quarters.
Mid Atlantic Financial Management's Bank of New York Mellon position peaked at $512K in Q4 2018.
898 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2020, filed 11 May 2020.