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
$264K 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.