Steel Grove Capital Advisors’s Bank of New York Mellon BNY Stock Holding History

Steel Grove Capital 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 Q1	–	Sell	-6,212	Closed	-$292K	–	140
2018 Q4	$292K	Sell	6,212 -919	-13%	-$44.6K	0.04%	253
2018 Q3	$364K	Hold	7,131	–	–	0.05%	235
2018 Q2	$385K	Sell	7,131 -185	-3%	-$10.2K	0.06%	220
2018 Q1	$377K	Buy	7,316 +1,104	+18%	+$61.4K	0.06%	236
2017 Q4	$335K	Hold	6,212	–	–	0.05%	234
2017 Q3	$329K	Hold	6,212	–	–	0.06%	211
2017 Q2	$317K	Buy	+6,212	New	+$297K	0.06%	224

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $59.9B AUM 27.01% 1-Year Est. Return

Steel Grove Capital Advisors's BNY Position: Q1 2019 in Review

Steel Grove Capital Advisors sold out of Bank of New York Mellon (BNY) in Q1 2019, closing a stake of 6,212 shares — an estimated $292K sold.

Steel Grove Capital Advisors first reported a position in BNY in Q2 2017 and held it in 7 quarters. The position peaked at $385K in Q2 2018. 1,074 funds tracked by Wall St. Rank hold BNY as of Q1 2019.

Steel Grove Capital Advisors reported no remaining Bank of New York Mellon position as of Q1 2019 after selling out during the quarter.
Steel Grove Capital Advisors sold 6,212 Bank of New York Mellon shares in Q1 2019, an estimated $292K.
Steel Grove Capital Advisors first reported a position in Bank of New York Mellon in Q2 2017 and held it in 7 quarters.
Steel Grove Capital Advisors's Bank of New York Mellon position peaked at $385K in Q2 2018.
1,074 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.