Raab & Moskowitz Asset Management’s Bank of New York Mellon BNY Stock Holding History

Raab & Moskowitz Asset 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 Q1	–	Sell	-250	Closed	-$10K	–	142
2014 Q4	$10K	Buy	+250	New	+$9.78K	0.01%	323

Other funds holding BNY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 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

Raab & Moskowitz Asset Management's BNY Position: Q1 2015 in Review

Raab & Moskowitz Asset Management sold out of Bank of New York Mellon (BNY) in Q1 2015, closing a stake of 250 shares — an estimated $10K sold.

Raab & Moskowitz Asset Management first reported a position in BNY in Q4 2014 and held it in 1 quarter. The position peaked at $10K in Q4 2014. 854 funds tracked by Wall St. Rank hold BNY as of Q1 2015.

Raab & Moskowitz Asset Management reported no remaining Bank of New York Mellon position as of Q1 2015 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 250 Bank of New York Mellon shares in Q1 2015, an estimated $10K.
Raab & Moskowitz Asset Management first reported a position in Bank of New York Mellon in Q4 2014 and held it in 1 quarter.
Raab & Moskowitz Asset Management's Bank of New York Mellon position peaked at $10K in Q4 2014.
854 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2015.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2015, filed 12 May 2015.