CCA
LEO

Catalyst Capital Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Catalyst Capital Advisors’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
2015
Q1 		– Sell
-2,400
Closed -$20K – 492
2014
Q4 		$20K Buy
+2,400
New +$19.8K ﹤0.01% 379

Other funds holding LEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LSA
Liberty Street Advisors New York $41.4M AUM 34.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Catalyst Capital Advisors's LEO Position: Q1 2015 in Review

Catalyst Capital Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2015, closing a stake of 2,400 shares — an estimated $20K sold.

Catalyst Capital Advisors first reported a position in LEO in Q4 2014 and held it in 1 quarter. The position peaked at $20K in Q4 2014. 64 funds tracked by Wall St. Rank hold LEO as of Q1 2015.

  • Catalyst Capital Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q1 2015 after selling out during the quarter.
  • Catalyst Capital Advisors sold 2,400 BNY Mellon Strategic Municipals shares in Q1 2015, an estimated $20K.
  • Catalyst Capital Advisors first reported a position in BNY Mellon Strategic Municipals in Q4 2014 and held it in 1 quarter.
  • Catalyst Capital Advisors's BNY Mellon Strategic Municipals position peaked at $20K in Q4 2014.
  • 64 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2015.

Based on Catalyst Capital Advisors's 13F filing for Q1 2015, filed 15 May 2015.