DWM
LEO

Darwin Wealth Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Darwin Wealth Management’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
Q2 		– Sell
-1,000
Closed -$7K – 480
2020
Q1 		$7K Buy
+1,000
New +$8.36K ﹤0.01% 550

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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Darwin Wealth Management's LEO Position: Q2 2020 in Review

Darwin Wealth Management sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2020, closing a stake of 1,000 shares — an estimated $7K sold.

Darwin Wealth Management first reported a position in LEO in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 61 funds tracked by Wall St. Rank hold LEO as of Q2 2020.

  • Darwin Wealth Management reported no remaining BNY Mellon Strategic Municipals position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 1,000 BNY Mellon Strategic Municipals shares in Q2 2020, an estimated $7K.
  • Darwin Wealth Management first reported a position in BNY Mellon Strategic Municipals in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's BNY Mellon Strategic Municipals position peaked at $7K in Q1 2020.
  • 61 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.