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. 1,081 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.
  • 1,081 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.