SCIA
BNY

Sanibel Captiva Investment Advisers’s Bank of New York Mellon BNY Stock Holding History

Sanibel Captiva Investment Advisers’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
2013
Q4 		$394K Sell
11,288
-424
-4% -$13.8K 0.24% 86
2013
Q3 		$354K Hold
11,712
– – 0.27% 81
2013
Q2 		$329K Buy
+11,712
New +$336K 0.32% 64

Other funds holding BNY

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
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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Sanibel Captiva Investment Advisers's BNY Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers reduced its Bank of New York Mellon (BNY) stake by 3.6% in Q4 2013, selling an estimated $13.8K and leaving 11,288 shares worth $394K. The position accounts for 0.24% of the portfolio, ranked #86.

Sanibel Captiva Investment Advisers first reported a position in BNY in Q2 2013 and has held it in 3 quarters since. 761 funds tracked by Wall St. Rank hold BNY as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 11,288 shares of Bank of New York Mellon worth $394K as of Q4 2013.
  • Sanibel Captiva Investment Advisers sold 424 Bank of New York Mellon shares in Q4 2013, an estimated $13.8K.
  • Bank of New York Mellon made up 0.24% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #86 holding.
  • Sanibel Captiva Investment Advisers first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 3 quarters since.
  • 761 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.