RIA
BNY

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

Regal 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
2019
Q3 		– Sell
-36,795
Closed -$1.63M – 322
2019
Q2 		$1.63M Buy
36,795
+602
+2% +$28.3K 0.32% 101
2019
Q1 		$1.82M Buy
36,193
+976
+3% +$50.3K 0.37% 87
2018
Q4 		$1.66M Sell
35,217
-650
-2% -$31.6K 0.36% 89
2018
Q3 		$1.83M Buy
35,867
+6,369
+22% +$335K 0.39% 80
2018
Q2 		$1.59M Sell
29,498
-6,378
-18% -$352K 0.48% 64
2018
Q1 		$1.85M Sell
35,876
-117
-0.3% -$6.51K 0.41% 80
2017
Q4 		$1.94M Sell
35,993
-15
-0% -$799 0.43% 78
2017
Q3 		$1.91M Buy
+36,008
New +$1.89M 0.45% 78
2015
Q4 		– Sell
-550
Closed -$21K – 332
2015
Q3 		$21K Hold
550
– – 0.01% 550
2015
Q2 		$23K Hold
550
– – 0.01% 533
2015
Q1 		$22K Sell
550
-100
-15% -$3.9K 0.01% 546
2014
Q4 		$26K Sell
650
-1,400
-68% -$54.8K 0.01% 491
2014
Q3 		$79K Sell
2,050
-450
-18% -$17.5K 0.02% 338
2014
Q2 		$94K Buy
2,500
+550
+28% +$19K 0.03% 292
2014
Q1 		$69K Hold
1,950
– – 0.03% 309
2013
Q4 		$68K Hold
1,950
– – 0.04% 250
2013
Q3 		$59K Hold
1,950
– – 0.03% 283
2013
Q2 		$55K Buy
+1,950
New +$56K 0.03% 281

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Regal Investment Advisors's BNY Position: Q3 2019 in Review

Regal Investment Advisors sold out of Bank of New York Mellon (BNY) in Q3 2019, closing a stake of 36,795 shares — an estimated $1.63M sold.

Regal Investment Advisors first reported a position in BNY in Q2 2013 and held it in 18 quarters. The position peaked at $1.94M in Q4 2017. 982 funds tracked by Wall St. Rank hold BNY as of Q3 2019.

  • Regal Investment Advisors reported no remaining Bank of New York Mellon position as of Q3 2019 after selling out during the quarter.
  • Regal Investment Advisors sold 36,795 Bank of New York Mellon shares in Q3 2019, an estimated $1.63M.
  • Regal Investment Advisors first reported a position in Bank of New York Mellon in Q2 2013 and held it in 18 quarters.
  • Regal Investment Advisors's Bank of New York Mellon position peaked at $1.94M in Q4 2017.
  • 982 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2019.

Based on Regal Investment Advisors's 13F filing for Q3 2019, filed 15 Nov 2019.