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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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.