BWM
LEO

Braver Wealth Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Braver Wealth Management’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
2016
Q4 		– Sell
-12,115
Closed -$113K – 155
2016
Q3 		$113K Buy
+12,115
New +$113K 0.02% 140

Other funds holding LEO

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
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $324M AUM 26.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Braver Wealth Management's LEO Position: Q4 2016 in Review

Braver Wealth Management sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2016, closing a stake of 12,115 shares — an estimated $113K sold.

Braver Wealth Management first reported a position in LEO in Q3 2016 and held it in 1 quarter. The position peaked at $113K in Q3 2016. 60 funds tracked by Wall St. Rank hold LEO as of Q4 2016.

  • Braver Wealth Management reported no remaining BNY Mellon Strategic Municipals position as of Q4 2016 after selling out during the quarter.
  • Braver Wealth Management sold 12,115 BNY Mellon Strategic Municipals shares in Q4 2016, an estimated $113K.
  • Braver Wealth Management first reported a position in BNY Mellon Strategic Municipals in Q3 2016 and held it in 1 quarter.
  • Braver Wealth Management's BNY Mellon Strategic Municipals position peaked at $113K in Q3 2016.
  • 60 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.