PIA
BNY

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

Peachtree 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
2015
Q1 		– Sell
-300
Closed -$12K – 326
2014
Q4 		$12K Hold
300
– – 0.01% 282
2014
Q3 		$12K Buy
+300
New +$11.7K 0.01% 290

Other funds holding BNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Peachtree Investment Advisors's BNY Position: Q1 2015 in Review

Peachtree Investment Advisors sold out of Bank of New York Mellon (BNY) in Q1 2015, closing a stake of 300 shares — an estimated $12K sold.

Peachtree Investment Advisors first reported a position in BNY in Q3 2014 and held it in 2 quarters. The position peaked at $12K in Q4 2014. 854 funds tracked by Wall St. Rank hold BNY as of Q1 2015.

  • Peachtree Investment Advisors reported no remaining Bank of New York Mellon position as of Q1 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 300 Bank of New York Mellon shares in Q1 2015, an estimated $12K.
  • Peachtree Investment Advisors first reported a position in Bank of New York Mellon in Q3 2014 and held it in 2 quarters.
  • Peachtree Investment Advisors's Bank of New York Mellon position peaked at $12K in Q4 2014.
  • 854 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2015.

Based on Peachtree Investment Advisors's 13F filing for Q1 2015, filed 14 Apr 2015.