SWS Partners’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
– Sell
-136
Closed -$7K – 125
2018
Q1
$7K Buy
136
+1
+0.7% +$56 0.01% 283
2017
Q4
$7K Buy
+135
New +$7.19K 0.01% 284

Other funds holding BNY

SWS Partners's BNY Position: Q2 2018 in Review

SWS Partners sold out of Bank of New York Mellon (BNY) in Q2 2018, closing a stake of 136 shares — an estimated $7K sold.

SWS Partners first reported a position in BNY in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 1,080 funds tracked by Wall St. Rank hold BNY as of Q2 2018.

  • SWS Partners reported no remaining Bank of New York Mellon position as of Q2 2018 after selling out during the quarter.
  • SWS Partners sold 136 Bank of New York Mellon shares in Q2 2018, an estimated $7K.
  • SWS Partners first reported a position in Bank of New York Mellon in Q4 2017 and held it in 2 quarters.
  • SWS Partners's Bank of New York Mellon position peaked at $7K in Q1 2018.
  • 1,080 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.