Goldman Sachs
LEO

Goldman Sachs’s BNY Mellon Strategic Municipals LEO Stock Holding History

Goldman Sachs’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
Q2 		– Sell
-10,053
Closed -$79K – 5253
2019
Q1 		$79K Sell
10,053
-33,020
-77% -$254K ﹤0.01% 4952
2018
Q4 		$309K Buy
+43,073
New +$311K ﹤0.01% 4619

Other funds holding LEO

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs's LEO Position: Q2 2019 in Review

Goldman Sachs sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2019, closing a stake of 10,053 shares — an estimated $79K sold.

Goldman Sachs first reported a position in LEO in Q4 2018 and held it in 2 quarters. The position peaked at $309K in Q4 2018. 58 funds tracked by Wall St. Rank hold LEO as of Q2 2019.

  • Goldman Sachs reported no remaining BNY Mellon Strategic Municipals position as of Q2 2019 after selling out during the quarter.
  • Goldman Sachs sold 10,053 BNY Mellon Strategic Municipals shares in Q2 2019, an estimated $79K.
  • Goldman Sachs first reported a position in BNY Mellon Strategic Municipals in Q4 2018 and held it in 2 quarters.
  • Goldman Sachs's BNY Mellon Strategic Municipals position peaked at $309K in Q4 2018.
  • 58 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2019.

Based on Goldman Sachs's 13F filing for Q2 2019, filed 14 Aug 2019.