TR
BNY

Thomas Russo’s Bank of New York Mellon BNY Stock Holding History

Thomas Russo’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
2018
Q1 		– Sell
-1,500
Closed -$81K – 106
2017
Q4 		$81K Buy
+1,500
New +$79.9K ﹤0.01% 141

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Thomas Russo's BNY Position: Q1 2018 in Review

Thomas Russo sold out of Bank of New York Mellon (BNY) in Q1 2018, closing a stake of 1,500 shares — an estimated $81K sold.

Thomas Russo first reported a position in BNY in Q4 2017 and held it in 1 quarter. The position peaked at $81K in Q4 2017. 1,071 funds tracked by Wall St. Rank hold BNY as of Q1 2018.

  • Thomas Russo reported no remaining Bank of New York Mellon position as of Q1 2018 after selling out during the quarter.
  • Thomas Russo sold 1,500 Bank of New York Mellon shares in Q1 2018, an estimated $81K.
  • Thomas Russo first reported a position in Bank of New York Mellon in Q4 2017 and held it in 1 quarter.
  • Thomas Russo's Bank of New York Mellon position peaked at $81K in Q4 2017.
  • 1,071 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2018.

Based on Gardner Russo & Quinn's 13F filing for Q1 2018, filed 11 May 2018.