ICOA
LEO

Investment Centers of America’s BNY Mellon Strategic Municipals LEO Stock Holding History

Investment Centers of America’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
2014
Q2 		– Sell
-12,998
Closed -$103K – 396
2014
Q1 		$103K Hold
12,998
– – 0.02% 376
2013
Q4 		$103K Hold
12,998
– – 0.05% 244
2013
Q3 		$103K Buy
+12,998
New +$102K 0.02% 381

Other funds holding LEO

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Investment Centers of America's LEO Position: Q2 2014 in Review

Investment Centers of America sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2014, closing a stake of 12,998 shares — an estimated $103K sold.

Investment Centers of America first reported a position in LEO in Q3 2013 and held it in 3 quarters. The position peaked at $103K in Q1 2014. 54 funds tracked by Wall St. Rank hold LEO as of Q2 2014.

  • Investment Centers of America reported no remaining BNY Mellon Strategic Municipals position as of Q2 2014 after selling out during the quarter.
  • Investment Centers of America sold 12,998 BNY Mellon Strategic Municipals shares in Q2 2014, an estimated $103K.
  • Investment Centers of America first reported a position in BNY Mellon Strategic Municipals in Q3 2013 and held it in 3 quarters.
  • Investment Centers of America's BNY Mellon Strategic Municipals position peaked at $103K in Q1 2014.
  • 54 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2014.

Based on Investment Centers of America's 13F filing for Q2 2014, filed 5 Aug 2014.