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

Empirical 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
2019
Q3 		– Sell
-19,923
Closed -$163K – 293
2019
Q2 		$163K Buy
+19,923
New +$161K 0.02% 256

Other funds holding LEO

CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empirical Wealth Management's LEO Position: Q3 2019 in Review

Empirical Wealth Management sold out of BNY Mellon Strategic Municipals (LEO) in Q3 2019, closing a stake of 19,923 shares — an estimated $163K sold.

Empirical Wealth Management first reported a position in LEO in Q2 2019 and held it in 1 quarter. The position peaked at $163K in Q2 2019. 62 funds tracked by Wall St. Rank hold LEO as of Q3 2019.

  • Empirical Wealth Management reported no remaining BNY Mellon Strategic Municipals position as of Q3 2019 after selling out during the quarter.
  • Empirical Wealth Management sold 19,923 BNY Mellon Strategic Municipals shares in Q3 2019, an estimated $163K.
  • Empirical Wealth Management first reported a position in BNY Mellon Strategic Municipals in Q2 2019 and held it in 1 quarter.
  • Empirical Wealth Management's BNY Mellon Strategic Municipals position peaked at $163K in Q2 2019.
  • 62 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2019.

Based on Empirical Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.