IWM
LEO

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

IHT 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
2017
Q2 		– Sell
-824
Closed -$7K – 1436
2017
Q1 		$7K Hold
824
– – ﹤0.01% 909
2016
Q4 		$7K Buy
+824
New +$7.07K 0.01% 871

Other funds holding LEO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $324M AUM 26.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

IHT Wealth Management's LEO Position: Q2 2017 in Review

IHT Wealth Management sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2017, closing a stake of 824 shares — an estimated $7K sold.

IHT Wealth Management first reported a position in LEO in Q4 2016 and held it in 2 quarters. The position peaked at $7K in Q1 2017. 57 funds tracked by Wall St. Rank hold LEO as of Q2 2017.

  • IHT Wealth Management reported no remaining BNY Mellon Strategic Municipals position as of Q2 2017 after selling out during the quarter.
  • IHT Wealth Management sold 824 BNY Mellon Strategic Municipals shares in Q2 2017, an estimated $7K.
  • IHT Wealth Management first reported a position in BNY Mellon Strategic Municipals in Q4 2016 and held it in 2 quarters.
  • IHT Wealth Management's BNY Mellon Strategic Municipals position peaked at $7K in Q1 2017.
  • 57 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2017.

Based on IHT Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.