PIM
BNY

Progressive Investment Management’s Bank of New York Mellon BNY Stock Holding History

Progressive Investment 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
2015
Q2 		– Sell
-1,428
Closed -$57K – 70
2015
Q1 		$57K Sell
1,428
-150,332
-99% -$5.85M 0.2% 67
2014
Q4 		$6.16M Buy
151,760
+182
+0.1% +$7.12K 2.11% 27
2014
Q3 		$5.87M Buy
+151,578
New +$5.89M 2.04% 31

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Progressive Investment Management's BNY Position: Q2 2015 in Review

Progressive Investment Management sold out of Bank of New York Mellon (BNY) in Q2 2015, closing a stake of 1,428 shares — an estimated $57K sold.

Progressive Investment Management first reported a position in BNY in Q3 2014 and held it in 3 quarters. The position peaked at $6.16M in Q4 2014. 902 funds tracked by Wall St. Rank hold BNY as of Q2 2015.

  • Progressive Investment Management reported no remaining Bank of New York Mellon position as of Q2 2015 after selling out during the quarter.
  • Progressive Investment Management sold 1,428 Bank of New York Mellon shares in Q2 2015, an estimated $57K.
  • Progressive Investment Management first reported a position in Bank of New York Mellon in Q3 2014 and held it in 3 quarters.
  • Progressive Investment Management's Bank of New York Mellon position peaked at $6.16M in Q4 2014.
  • 902 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2015.

Based on Progressive Investment Management's 13F filing for Q2 2015, filed 12 Aug 2015.