PEA
BNY

Pacific Edge Advisors’s Bank of New York Mellon BNY Stock Holding History

Pacific Edge 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
2020
Q1 		– Sell
-3,996
Closed -$201K – 38
2019
Q4 		$201K Buy
+3,996
New +$191K 0.12% 47

Other funds holding BNY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pacific Edge Advisors's BNY Position: Q1 2020 in Review

Pacific Edge Advisors sold out of Bank of New York Mellon (BNY) in Q1 2020, closing a stake of 3,996 shares — an estimated $201K sold.

Pacific Edge Advisors first reported a position in BNY in Q4 2019 and held it in 1 quarter. The position peaked at $201K in Q4 2019. 897 funds tracked by Wall St. Rank hold BNY as of Q1 2020.

  • Pacific Edge Advisors reported no remaining Bank of New York Mellon position as of Q1 2020 after selling out during the quarter.
  • Pacific Edge Advisors sold 3,996 Bank of New York Mellon shares in Q1 2020, an estimated $201K.
  • Pacific Edge Advisors first reported a position in Bank of New York Mellon in Q4 2019 and held it in 1 quarter.
  • Pacific Edge Advisors's Bank of New York Mellon position peaked at $201K in Q4 2019.
  • 897 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2020.

Based on Pacific Edge Advisors's 13F filing for Q1 2020, filed 11 May 2020.