PFS
BNY

Physicians Financial Services’s Bank of New York Mellon BNY Stock Holding History

Physicians Financial Services’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
Q1 		– Sell
-500
Closed -$20K – 123
2016
Q4 		$20K Hold
500
– – 0.02% 206
2016
Q3 		$19K Buy
+500
New +$20K 0.02% 199

Other funds holding BNY

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Physicians Financial Services's BNY Position: Q1 2017 in Review

Physicians Financial Services sold out of Bank of New York Mellon (BNY) in Q1 2017, closing a stake of 500 shares — an estimated $20K sold.

Physicians Financial Services first reported a position in BNY in Q3 2016 and held it in 2 quarters. The position peaked at $20K in Q4 2016. 935 funds tracked by Wall St. Rank hold BNY as of Q1 2017.

  • Physicians Financial Services reported no remaining Bank of New York Mellon position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 500 Bank of New York Mellon shares in Q1 2017, an estimated $20K.
  • Physicians Financial Services first reported a position in Bank of New York Mellon in Q3 2016 and held it in 2 quarters.
  • Physicians Financial Services's Bank of New York Mellon position peaked at $20K in Q4 2016.
  • 935 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.