DA
LEO

Doliver Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Doliver 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
2018
Q3 		– Sell
-13,447
Closed -$103K – 255
2018
Q2 		$103K Sell
13,447
-4,188
-24% -$32K 0.04% 293
2018
Q1 		$136K Buy
+17,635
New +$142K 0.06% 294
2017
Q4 		– Sell
-16,831
Closed -$148K – 318
2017
Q3 		$148K Buy
+16,831
New +$151K 0.07% 232
2017
Q2 		– Sell
-13,275
Closed -$114K – 277
2017
Q1 		$114K Buy
+13,275
New +$114K 0.09% 214
2015
Q3 		– Sell
-12,501
Closed -$99K – 232
2015
Q2 		$99K Sell
12,501
-5,459
-30% -$44.4K 0.07% 269
2015
Q1 		$151K Sell
17,960
-4,373
-20% -$36.6K 0.1% 226
2014
Q4 		$182K Buy
+22,333
New +$184K 0.13% 186
2013
Q3 		– Sell
-13,328
Closed -$115K – 358
2013
Q2 		$115K Buy
+13,328
New +$120K 0.07% 323

Other funds holding LEO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Doliver Advisors's LEO Position: Q3 2018 in Review

Doliver Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q3 2018, closing a stake of 13,447 shares — an estimated $103K sold.

Doliver Advisors first reported a position in LEO in Q2 2013 and held it in 8 quarters. The position peaked at $182K in Q4 2014. 71 funds tracked by Wall St. Rank hold LEO as of Q3 2018.

  • Doliver Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q3 2018 after selling out during the quarter.
  • Doliver Advisors sold 13,447 BNY Mellon Strategic Municipals shares in Q3 2018, an estimated $103K.
  • Doliver Advisors first reported a position in BNY Mellon Strategic Municipals in Q2 2013 and held it in 8 quarters.
  • Doliver Advisors's BNY Mellon Strategic Municipals position peaked at $182K in Q4 2014.
  • 71 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2018.

Based on Doliver Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.