BSW
LEO

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

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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. 65 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.
  • 65 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.