Buckingham Strategic Wealth
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Buckingham Strategic Wealth’s BNY Mellon Strategic Municipals LEO Stock Holding History

Buckingham Strategic Wealth’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
2020
Q1 		– Sell
-27,061
Closed -$230K – 494
2019
Q4 		$230K Hold
27,061
– – 0.02% 409
2019
Q3 		$232K Buy
+27,061
New +$229K 0.03% 372

Other funds holding LEO

Cornerstone Advisory
Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Buckingham Strategic Wealth's LEO Position: Q1 2020 in Review

Buckingham Strategic Wealth sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2020, closing a stake of 27,061 shares — an estimated $230K sold.

Buckingham Strategic Wealth first reported a position in LEO in Q3 2019 and held it in 2 quarters. The position peaked at $232K in Q3 2019. 64 funds tracked by Wall St. Rank hold LEO as of Q1 2020.

  • Buckingham Strategic Wealth reported no remaining BNY Mellon Strategic Municipals position as of Q1 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 27,061 BNY Mellon Strategic Municipals shares in Q1 2020, an estimated $230K.
  • Buckingham Strategic Wealth first reported a position in BNY Mellon Strategic Municipals in Q3 2019 and held it in 2 quarters.
  • Buckingham Strategic Wealth's BNY Mellon Strategic Municipals position peaked at $232K in Q3 2019.
  • 64 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2020, filed 7 May 2020.