WI
BNY

Wintrust Investments’s Bank of New York Mellon BNY Stock Holding History

Wintrust Investments’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
2018
Q4 		– Sell
-4,118
Closed -$210K – 332
2018
Q3 		$210K Buy
4,118
+300
+8% +$15.8K 0.03% 341
2018
Q2 		$206K Buy
+3,818
New +$211K 0.04% 332

Other funds holding BNY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Wintrust Investments's BNY Position: Q4 2018 in Review

Wintrust Investments sold out of Bank of New York Mellon (BNY) in Q4 2018, closing a stake of 4,118 shares — an estimated $210K sold.

Wintrust Investments first reported a position in BNY in Q2 2018 and held it in 2 quarters. The position peaked at $210K in Q3 2018. 1,038 funds tracked by Wall St. Rank hold BNY as of Q4 2018.

  • Wintrust Investments reported no remaining Bank of New York Mellon position as of Q4 2018 after selling out during the quarter.
  • Wintrust Investments sold 4,118 Bank of New York Mellon shares in Q4 2018, an estimated $210K.
  • Wintrust Investments first reported a position in Bank of New York Mellon in Q2 2018 and held it in 2 quarters.
  • Wintrust Investments's Bank of New York Mellon position peaked at $210K in Q3 2018.
  • 1,038 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2018.

Based on Wintrust Investments's 13F filing for Q4 2018, filed 13 Feb 2019.