FAM
LEO

Formidable Asset Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Formidable Asset 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
2016
Q2 		– Sell
-1,248
Closed -$11K – 311
2016
Q1 		$11K Hold
1,248
– – 0.01% 341
2015
Q4 		$10K Hold
1,248
– – 0.01% 380
2015
Q3 		$10K Hold
1,248
– – 0.01% 410
2015
Q2 		$10K Hold
1,248
– – 0.01% 363
2015
Q1 		$10K Hold
1,248
– – 0.01% 356
2014
Q4 		$10K Hold
1,248
– – 0.01% 337
2014
Q3 		$10K Hold
1,248
– – 0.01% 331
2014
Q2 		$11K Hold
1,248
– – 0.01% 345
2014
Q1 		$10K Hold
1,248
– – 0.01% 322
2013
Q4 		$10K Hold
1,248
– – 0.01% 336
2013
Q3 		$10K Buy
+1,248
New +$9.8K 0.01% 300

Other funds holding LEO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $324M AUM 26.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Formidable Asset Management's LEO Position: Q2 2016 in Review

Formidable Asset Management sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2016, closing a stake of 1,248 shares — an estimated $11K sold.

Formidable Asset Management first reported a position in LEO in Q3 2013 and held it in 11 quarters. The position peaked at $11K in Q1 2016. 60 funds tracked by Wall St. Rank hold LEO as of Q2 2016.

  • Formidable Asset Management reported no remaining BNY Mellon Strategic Municipals position as of Q2 2016 after selling out during the quarter.
  • Formidable Asset Management sold 1,248 BNY Mellon Strategic Municipals shares in Q2 2016, an estimated $11K.
  • Formidable Asset Management first reported a position in BNY Mellon Strategic Municipals in Q3 2013 and held it in 11 quarters.
  • Formidable Asset Management's BNY Mellon Strategic Municipals position peaked at $11K in Q1 2016.
  • 60 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.