Shine Investment Advisory Services’s Bank of New York Mellon BNY Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$9K	Sell	268 -820	-75%	-$29.9K	﹤0.01%	560
2020 Q2	$42K	Hold	1,088	–	–	0.02%	325
2020 Q1	$37K	Hold	1,088	–	–	0.02%	310
2019 Q4	$55K	Hold	1,088	–	–	0.02%	297
2019 Q3	$49K	Sell	1,088 -232	-18%	-$10.3K	0.02%	310
2019 Q2	$58K	Hold	1,320	–	–	0.03%	273
2019 Q1	$67K	Hold	1,320	–	–	0.03%	246
2018 Q4	$62K	Hold	1,320	–	–	0.03%	243
2018 Q3	$67K	Hold	1,320	–	–	0.04%	253
2018 Q2	$71K	Hold	1,320	–	–	0.04%	239
2018 Q1	$68K	Buy	1,320 +500	+61%	+$27.8K	0.04%	240
2017 Q4	$44K	Sell	820 -98	-11%	-$5.22K	0.02%	332
2017 Q3	$49K	Buy	918 +98	+12%	+$5.14K	0.03%	302
2017 Q2	$42K	Buy	+820	New	+$39.2K	0.02%	309

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Shine Investment Advisory Services's BNY Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Bank of New York Mellon (BNY) stake by 75% in Q3 2020, selling an estimated $29.9K and leaving 268 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Shine Investment Advisory Services first reported a position in BNY in Q2 2017 and has held it in 14 quarters since. The position peaked at $71K in Q2 2018. 918 funds tracked by Wall St. Rank hold BNY as of Q3 2020.

Shine Investment Advisory Services held 268 shares of Bank of New York Mellon worth $9K as of Q3 2020.
Shine Investment Advisory Services sold 820 Bank of New York Mellon shares in Q3 2020, an estimated $29.9K.
Bank of New York Mellon made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #560 holding.
Shine Investment Advisory Services first reported a position in Bank of New York Mellon in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Bank of New York Mellon position peaked at $71K in Q2 2018.
918 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.