Vigilant Capital Management’s Bank of New York Mellon BNY Stock Holding History

Vigilant Capital Management’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
2021 Q3	–	Sell	-270	Closed	-$14K	–	790
2021 Q2	$14K	Buy	+270	New	+$13.5K	﹤0.01%	348
2020 Q1	–	Sell	-987	Closed	-$50K	–	327
2019 Q4	$50K	Buy	987 +576	+140%	+$27.5K	0.01%	282
2019 Q3	$19K	Buy	+411	New	+$18.3K	﹤0.01%	318
2017 Q1	–	Sell	-80	Closed	-$4K	–	267
2016 Q4	$4K	Hold	80	–	–	﹤0.01%	262
2016 Q3	$3K	Hold	80	–	–	﹤0.01%	281
2016 Q2	$3K	Hold	80	–	–	﹤0.01%	339
2016 Q1	$3K	Hold	80	–	–	﹤0.01%	228
2015 Q4	$3K	Hold	80	–	–	﹤0.01%	254
2015 Q3	$3K	Buy	+80	New	+$3.33K	﹤0.01%	264

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Vigilant Capital Management's BNY Position: Q3 2021 in Review

Vigilant Capital Management sold out of Bank of New York Mellon (BNY) in Q3 2021, closing a stake of 270 shares — an estimated $14K sold.

Vigilant Capital Management first reported a position in BNY in Q3 2015 and held it in 9 quarters. The position peaked at $50K in Q4 2019. 1,052 funds tracked by Wall St. Rank hold BNY as of Q3 2021.

Vigilant Capital Management reported no remaining Bank of New York Mellon position as of Q3 2021 after selling out during the quarter.
Vigilant Capital Management sold 270 Bank of New York Mellon shares in Q3 2021, an estimated $14K.
Vigilant Capital Management first reported a position in Bank of New York Mellon in Q3 2015 and held it in 9 quarters.
Vigilant Capital Management's Bank of New York Mellon position peaked at $50K in Q4 2019.
1,052 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2021.

Based on Vigilant Capital Management's 13F filing for Q3 2021, filed 8 Oct 2021.