MCIA
BNY

Mountain Capital Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-83
Closed -$4K – 82
2017
Q3 		$4K Hold
83
– – ﹤0.01% 355
2017
Q2 		$4K Buy
+83
New +$3.97K ﹤0.01% 387

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Mountain Capital Investment Advisors's BNY Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Bank of New York Mellon (BNY) in Q4 2017, closing a stake of 83 shares — an estimated $4K sold.

Mountain Capital Investment Advisors first reported a position in BNY in Q2 2017 and held it in 2 quarters. The position peaked at $4K in Q3 2017. 1,068 funds tracked by Wall St. Rank hold BNY as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Bank of New York Mellon position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 83 Bank of New York Mellon shares in Q4 2017, an estimated $4K.
  • Mountain Capital Investment Advisors first reported a position in Bank of New York Mellon in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Bank of New York Mellon position peaked at $4K in Q3 2017.
  • 1,068 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.