TA
BNY

Tiedemann Advisors’s Bank of New York Mellon BNY Stock Holding History

Tiedemann 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
2017
Q3 		– Sell
-11,847
Closed -$604K – 355
2017
Q2 		$604K Buy
11,847
+2,669
+29% +$128K 0.04% 292
2017
Q1 		$433K Buy
+9,178
New +$429K 0.04% 294

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Tiedemann Advisors's BNY Position: Q3 2017 in Review

Tiedemann Advisors sold out of Bank of New York Mellon (BNY) in Q3 2017, closing a stake of 11,847 shares — an estimated $604K sold.

Tiedemann Advisors first reported a position in BNY in Q1 2017 and held it in 2 quarters. The position peaked at $604K in Q2 2017. 971 funds tracked by Wall St. Rank hold BNY as of Q3 2017.

  • Tiedemann Advisors reported no remaining Bank of New York Mellon position as of Q3 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 11,847 Bank of New York Mellon shares in Q3 2017, an estimated $604K.
  • Tiedemann Advisors first reported a position in Bank of New York Mellon in Q1 2017 and held it in 2 quarters.
  • Tiedemann Advisors's Bank of New York Mellon position peaked at $604K in Q2 2017.
  • 971 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2017.

Based on Tiedemann Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.