Nelson Capital Management’s Bank of New York Mellon BNY Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-368	Closed	-$17K	–	121
2019 Q3	$17K	Buy	+368	New	+$16.4K	﹤0.01%	222
2018 Q2	–	Sell	-16	Closed	-$1K	–	256
2018 Q1	$1K	Hold	16	–	–	﹤0.01%	251
2017 Q4	$1K	Buy	+16	New	+$852	﹤0.01%	313
2017 Q3	–	Sell	-800	Closed	-$41K	–	245
2017 Q2	$41K	Hold	800	–	–	0.01%	138
2017 Q1	$38K	Hold	800	–	–	0.01%	141
2016 Q4	$38K	Hold	800	–	–	0.01%	133
2016 Q3	$32K	Hold	800	–	–	0.01%	142
2016 Q2	$31K	Hold	800	–	–	0.01%	133
2016 Q1	$29K	Hold	800	–	–	0.01%	134
2015 Q4	$33K	Buy	+800	New	+$33.6K	0.01%	130

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Nelson Capital Management's BNY Position: Q4 2019 in Review

Nelson Capital Management sold out of Bank of New York Mellon (BNY) in Q4 2019, closing a stake of 368 shares — an estimated $17K sold.

Nelson Capital Management first reported a position in BNY in Q4 2015 and held it in 10 quarters. The position peaked at $41K in Q2 2017. 1,065 funds tracked by Wall St. Rank hold BNY as of Q4 2019.

Nelson Capital Management reported no remaining Bank of New York Mellon position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 368 Bank of New York Mellon shares in Q4 2019, an estimated $17K.
Nelson Capital Management first reported a position in Bank of New York Mellon in Q4 2015 and held it in 10 quarters.
Nelson Capital Management's Bank of New York Mellon position peaked at $41K in Q2 2017.
1,065 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.