SIG
BNY

Stanford Investment Group’s Bank of New York Mellon BNY Stock Holding History

Stanford Investment Group’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
2017
Q1 		– Sell
-320
Closed -$15K – 32
2016
Q4 		$15K Hold
320
– – 0.01% 268
2016
Q3 		$13K Hold
320
– – 0.01% 288
2016
Q2 		$12K Hold
320
– – 0.01% 288
2016
Q1 		$12K Buy
+320
New +$11.6K 0.01% 282

Other funds holding BNY

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Stanford Investment Group's BNY Position: Q1 2017 in Review

Stanford Investment Group sold out of Bank of New York Mellon (BNY) in Q1 2017, closing a stake of 320 shares — an estimated $15K sold.

Stanford Investment Group first reported a position in BNY in Q1 2016 and held it in 4 quarters. The position peaked at $15K in Q4 2016. 935 funds tracked by Wall St. Rank hold BNY as of Q1 2017.

  • Stanford Investment Group reported no remaining Bank of New York Mellon position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 320 Bank of New York Mellon shares in Q1 2017, an estimated $15K.
  • Stanford Investment Group first reported a position in Bank of New York Mellon in Q1 2016 and held it in 4 quarters.
  • Stanford Investment Group's Bank of New York Mellon position peaked at $15K in Q4 2016.
  • 935 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.