Kovitz Investment Group, LLC BK Holdings History
Kovitz Investment Group, LLC's Bank of New York Mellon Corp Holding Summary
As of 2015-12-31, Kovitz Investment Group, LLC held 1.20 Mil shares of Bank of New York Mellon Corp(BK), totaling $49.53 Mil. This investment constitutes 3.06% of their stock portfolio, and Kovitz Investment Group, LLC now holds 0.15% of the outstanding Bank of New York Mellon Corp(BK) stock.
The initial trade took place in 2014Q1. And since then Kovitz Investment Group, LLC has made 1 purchases of BK, at an average price of $33.05, for a total of 1.86 Mil shares. In addition, there have been 7 sales at an average price of $39.55 for 656,151.00 shares. Based on historical transaction data and BK's current price of $98.84, Kovitz Investment Group, LLC's estimated gain on his BK holdings is $83.32 Mil, reflecting a 135.72% gain to date.
Kovitz Investment Group, LLC BK ($98.84) Holding Chart
Kovitz Investment Group, LLC BK ($98.84) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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