WealthStone’s Bank of New York Mellon BNY Stock Holding History

WealthStone’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
2019 Q3	–	Sell	-82	Closed	-$3.62K	–	124
2019 Q2	$3.62K	Buy	+82	New	+$3.85K	﹤0.01%	408

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

WealthStone's BNY Position: Q3 2019 in Review

WealthStone sold out of Bank of New York Mellon (BNY) in Q3 2019, closing a stake of 82 shares — an estimated $3.62K sold.

WealthStone first reported a position in BNY in Q2 2019 and held it in 1 quarter. The position peaked at $3.62K in Q2 2019. 982 funds tracked by Wall St. Rank hold BNY as of Q3 2019.

WealthStone reported no remaining Bank of New York Mellon position as of Q3 2019 after selling out during the quarter.
WealthStone sold 82 Bank of New York Mellon shares in Q3 2019, an estimated $3.62K.
WealthStone first reported a position in Bank of New York Mellon in Q2 2019 and held it in 1 quarter.
WealthStone's Bank of New York Mellon position peaked at $3.62K in Q2 2019.
982 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.