WBH Advisory’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
2019
Q2
Sell
-4,617
Closed -$232K 234
2019
Q1
$232K Sell
4,617
-1,000
-18% -$51.5K 0.06% 216
2018
Q4
$264 Sell
5,617
-660
-11% -$32.1K 0.06% 195
2018
Q3
$320K Buy
+6,277
New +$330K 0.08% 196

Other funds holding BNY

WBH Advisory's BNY Position: Q2 2019 in Review

WBH Advisory sold out of Bank of New York Mellon (BNY) in Q2 2019, closing a stake of 4,617 shares — an estimated $232K sold.

WBH Advisory first reported a position in BNY in Q3 2018 and held it in 3 quarters. The position peaked at $320K in Q3 2018. 1,002 funds tracked by Wall St. Rank hold BNY as of Q2 2019.

  • WBH Advisory reported no remaining Bank of New York Mellon position as of Q2 2019 after selling out during the quarter.
  • WBH Advisory sold 4,617 Bank of New York Mellon shares in Q2 2019, an estimated $232K.
  • WBH Advisory first reported a position in Bank of New York Mellon in Q3 2018 and held it in 3 quarters.
  • WBH Advisory's Bank of New York Mellon position peaked at $320K in Q3 2018.
  • 1,002 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2019.

Based on WBH Advisory's 13F filing for Q2 2019, filed 2 Aug 2019.