Bank of Montreal
LEO

Bank of Montreal’s BNY Mellon Strategic Municipals LEO Stock Holding History

Bank of Montreal’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
2013
Q4 		– Sell
-1,900
Closed -$15K – 3832
2013
Q3 		$15K Buy
+1,900
New +$14.9K ﹤0.01% 3316

Other funds holding LEO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal's LEO Position: Q4 2013 in Review

Bank of Montreal sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2013, closing a stake of 1,900 shares — an estimated $15K sold.

Bank of Montreal first reported a position in LEO in Q3 2013 and held it in 1 quarter. The position peaked at $15K in Q3 2013. 53 funds tracked by Wall St. Rank hold LEO as of Q4 2013.

  • Bank of Montreal reported no remaining BNY Mellon Strategic Municipals position as of Q4 2013 after selling out during the quarter.
  • Bank of Montreal sold 1,900 BNY Mellon Strategic Municipals shares in Q4 2013, an estimated $15K.
  • Bank of Montreal first reported a position in BNY Mellon Strategic Municipals in Q3 2013 and held it in 1 quarter.
  • Bank of Montreal's BNY Mellon Strategic Municipals position peaked at $15K in Q3 2013.
  • 53 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2013.

Based on Bank of Montreal's 13F filing for Q4 2013, filed 8 Jan 2014.