BFC
LEO

Bedel Financial Consulting’s BNY Mellon Strategic Municipals LEO Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-2,925
Closed -$21K – 572
2022
Q1 		$21K Hold
2,925
– – 0.01% 540
2021
Q4 		$25K Hold
2,925
– – 0.01% 522
2021
Q3 		$25K Hold
2,925
– – 0.01% 510
2021
Q2 		$26K Hold
2,925
– – 0.01% 509
2021
Q1 		$25K Hold
2,925
– – 0.01% 472
2020
Q4 		$25K Hold
2,925
– – 0.01% 417
2020
Q3 		$24K Hold
2,925
– – 0.01% 399
2020
Q2 		$23K Hold
2,925
– – 0.01% 381
2020
Q1 		$22K Hold
2,925
– – 0.01% 381
2019
Q4 		$25K Hold
2,925
– – 0.01% 380
2019
Q3 		$25K Hold
2,925
– – 0.02% 370
2019
Q2 		$24K Sell
2,925
-575
-16% -$4.65K 0.01% 374
2019
Q1 		$28K Hold
3,500
– – 0.02% 351
2018
Q4 		$25K Hold
3,500
– – 0.02% 339
2018
Q3 		$25K Hold
3,500
– – 0.02% 355
2018
Q2 		$27K Hold
3,500
– – 0.02% 339
2018
Q1 		$27K Buy
+3,500
New +$28.1K 0.02% 340

Other funds holding LEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Bedel Financial Consulting's LEO Position: Q2 2022 in Review

Bedel Financial Consulting sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2022, closing a stake of 2,925 shares — an estimated $21K sold.

Bedel Financial Consulting first reported a position in LEO in Q1 2018 and held it in 17 quarters. The position peaked at $28K in Q1 2019. 83 funds tracked by Wall St. Rank hold LEO as of Q2 2022.

  • Bedel Financial Consulting reported no remaining BNY Mellon Strategic Municipals position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 2,925 BNY Mellon Strategic Municipals shares in Q2 2022, an estimated $21K.
  • Bedel Financial Consulting first reported a position in BNY Mellon Strategic Municipals in Q1 2018 and held it in 17 quarters.
  • Bedel Financial Consulting's BNY Mellon Strategic Municipals position peaked at $28K in Q1 2019.
  • 83 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.