APP
LEO

Avantax Planning Partners’s BNY Mellon Strategic Municipals LEO Stock Holding History

Avantax Planning Partners’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-856
Closed -$6K – 800
2018
Q3 		$6K Buy
+856
New +$6.55K ﹤0.01% 1032
2018
Q2 		– Sell
-856
Closed -$7K – 914
2018
Q1 		$7K Buy
+856
New +$6.88K ﹤0.01% 1206

Other funds holding LEO

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Avantax Planning Partners's LEO Position: Q4 2018 in Review

Avantax Planning Partners sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2018, closing a stake of 856 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in LEO in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 72 funds tracked by Wall St. Rank hold LEO as of Q4 2018.

  • Avantax Planning Partners reported no remaining BNY Mellon Strategic Municipals position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 856 BNY Mellon Strategic Municipals shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in BNY Mellon Strategic Municipals in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's BNY Mellon Strategic Municipals position peaked at $7K in Q1 2018.
  • 72 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.