CAN
LEO

Cetera Advisor Networks’s BNY Mellon Strategic Municipals LEO Stock Holding History

Cetera Advisor Networks’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
Q3 		– Sell
-2,181
Closed -$17K – 2229
2020
Q2 		$17K Buy
+2,181
New +$16.2K ﹤0.01% 2486
2018
Q1 		– Sell
-16,462
Closed -$142K – 926
2017
Q4 		$142K Hold
16,462
– – 0.01% 948
2017
Q3 		$145K Hold
16,462
– – 0.01% 880
2017
Q2 		$147K Hold
16,462
– – 0.01% 884
2017
Q1 		$142K Hold
16,462
– – 0.01% 883
2016
Q4 		$138K Sell
16,462
-16,462
-50% -$141K 0.01% 827
2016
Q3 		$308K Buy
32,924
+16,462
+100% +$154K 0.01% 759
2016
Q2 		$156K Hold
16,462
– – 0.01% 791
2016
Q1 		$148K Hold
16,462
– – 0.01% 777
2015
Q4 		$141K Hold
16,462
– – 0.01% 782
2015
Q3 		$135K Buy
+16,462
New +$132K 0.01% 755

Other funds holding LEO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Advisor Networks's LEO Position: Q3 2020 in Review

Cetera Advisor Networks sold out of BNY Mellon Strategic Municipals (LEO) in Q3 2020, closing a stake of 2,181 shares — an estimated $17K sold.

Cetera Advisor Networks first reported a position in LEO in Q3 2015 and held it in 11 quarters. The position peaked at $308K in Q3 2016. 68 funds tracked by Wall St. Rank hold LEO as of Q3 2020.

  • Cetera Advisor Networks reported no remaining BNY Mellon Strategic Municipals position as of Q3 2020 after selling out during the quarter.
  • Cetera Advisor Networks sold 2,181 BNY Mellon Strategic Municipals shares in Q3 2020, an estimated $17K.
  • Cetera Advisor Networks first reported a position in BNY Mellon Strategic Municipals in Q3 2015 and held it in 11 quarters.
  • Cetera Advisor Networks's BNY Mellon Strategic Municipals position peaked at $308K in Q3 2016.
  • 68 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.