Sharkey, Howes & Javer’s Bank of New York Mellon BNY Stock Holding History

Sharkey, Howes & Javer’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 Q2	–	Sell	-300	Closed	-$15K	–	197
2019 Q1	$15K	Hold	300	–	–	0.01%	145
2018 Q4	$14K	Hold	300	–	–	0.01%	142
2018 Q3	$15K	Hold	300	–	–	0.01%	151
2018 Q2	$16K	Hold	300	–	–	0.01%	146
2018 Q1	$15K	Hold	300	–	–	0.01%	138
2017 Q4	$16K	Hold	300	–	–	0.01%	132
2017 Q3	$16K	Hold	300	–	–	0.01%	136
2017 Q2	$15K	Hold	300	–	–	0.01%	139
2017 Q1	$14K	Hold	300	–	–	0.01%	153
2016 Q4	$14K	Hold	300	–	–	0.01%	158
2016 Q3	$12K	Hold	300	–	–	0.01%	158
2016 Q2	$12K	Hold	300	–	–	0.01%	163
2016 Q1	$11K	Hold	300	–	–	0.01%	180
2015 Q4	$12K	Hold	300	–	–	0.01%	179
2015 Q3	$12K	Hold	300	–	–	0.01%	178
2015 Q2	$13K	Buy	+300	New	+$12.8K	0.01%	154

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sharkey, Howes & Javer's BNY Position: Q2 2019 in Review

Sharkey, Howes & Javer sold out of Bank of New York Mellon (BNY) in Q2 2019, closing a stake of 300 shares — an estimated $15K sold.

Sharkey, Howes & Javer first reported a position in BNY in Q2 2015 and held it in 16 quarters. The position peaked at $16K in Q2 2018. 1,002 funds tracked by Wall St. Rank hold BNY as of Q2 2019.

Sharkey, Howes & Javer reported no remaining Bank of New York Mellon position as of Q2 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 300 Bank of New York Mellon shares in Q2 2019, an estimated $15K.
Sharkey, Howes & Javer first reported a position in Bank of New York Mellon in Q2 2015 and held it in 16 quarters.
Sharkey, Howes & Javer's Bank of New York Mellon position peaked at $16K in Q2 2018.
1,002 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2019, filed 24 Jul 2019.