US Financial Advisors’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
2016
Q2
Sell
-125
Closed -$5K 81
2016
Q1
$5K Hold
125
0.01% 254
2015
Q4
$5K Buy
+125
New +$5.25K ﹤0.01% 375

Other funds holding BNY

US Financial Advisors's BNY Position: Q2 2016 in Review

US Financial Advisors sold out of Bank of New York Mellon (BNY) in Q2 2016, closing a stake of 125 shares — an estimated $5K sold.

US Financial Advisors first reported a position in BNY in Q4 2015 and held it in 2 quarters. The position peaked at $5K in Q1 2016. 862 funds tracked by Wall St. Rank hold BNY as of Q2 2016.

  • US Financial Advisors reported no remaining Bank of New York Mellon position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 125 Bank of New York Mellon shares in Q2 2016, an estimated $5K.
  • US Financial Advisors first reported a position in Bank of New York Mellon in Q4 2015 and held it in 2 quarters.
  • US Financial Advisors's Bank of New York Mellon position peaked at $5K in Q1 2016.
  • 862 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.