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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

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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.