Stevens First Principles Investment Advisors’s Bank of New York Mellon BK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
2015
Q2
$1.3M Hold
2015
Q1
$1.25M Buy
2014
Q4
$1.22M Hold
2014
Q3
$1.17M Hold
2014
Q2
$1.13M Buy
2014
Q1
$1.06M Buy
2013
Q4
$1.03M Hold
2013
Q3
$890K Buy
2013
Q2
$825K Buy