Otter Creek Advisors’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-105,713
| Closed | -$5.69M | – | 34 |
|
|
2017
Q4 | $5.69M | Buy |
+105,713
| New | +$5.69M | 0.82% | 27 |
|
|
2017
Q1 | – | Sell |
-138,200
| Closed | -$6.55M | – | 36 |
|
|
2016
Q4 | $6.55M | Buy |
+138,200
| New | +$6.55M | 0.76% | 28 |
|
|
2016
Q3 | – | Sell |
-82,677
| Closed | -$3.21M | – | 34 |
|
|
2016
Q2 | $3.21M | Hold |
82,677
| – | – | 0.58% | 27 |
|
|
2016
Q1 | $3.05M | Sell |
82,677
-49,494
| -37% | -$1.82M | 0.56% | 26 |
|
|
2015
Q4 | $5.45M | Buy |
+132,171
| New | +$5.45M | 1.6% | 15 |
|
|
2015
Q1 | $4.83M | Buy |
+120,000
| New | +$4.83M | 3.27% | 3 |
|