HI
LEO

Harbour Investments’s BNY Mellon Strategic Municipals LEO Stock Holding History

Harbour Investments’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
2021
Q4 		– Sell
-114
Closed -$1K – 3220
2021
Q3 		$1K Hold
114
– – ﹤0.01% 3538
2021
Q2 		$1K Hold
114
– – ﹤0.01% 3588
2021
Q1 		$1K Buy
+114
New +$966 ﹤0.01% 3418

Other funds holding LEO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Harbour Investments's LEO Position: Q4 2021 in Review

Harbour Investments sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2021, closing a stake of 114 shares — an estimated $1K sold.

Harbour Investments first reported a position in LEO in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 78 funds tracked by Wall St. Rank hold LEO as of Q4 2021.

  • Harbour Investments reported no remaining BNY Mellon Strategic Municipals position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 114 BNY Mellon Strategic Municipals shares in Q4 2021, an estimated $1K.
  • Harbour Investments first reported a position in BNY Mellon Strategic Municipals in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's BNY Mellon Strategic Municipals position peaked at $1K in Q3 2021.
  • 78 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.