ICAS
LEO

Investors Capital Advisory Services’s BNY Mellon Strategic Municipals LEO Stock Holding History

Investors Capital Advisory Services’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 		$178K Buy
+18,800
New +$173K 0.03% 606

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

Investors Capital Advisory Services's LEO Position: Q2 2016 in Review

Investors Capital Advisory Services opened a new position in BNY Mellon Strategic Municipals (LEO) in Q2 2016: 18,800 shares worth $178K. The stake represents 0.03% of the portfolio and ranks #606 among its holdings.

60 funds tracked by Wall St. Rank hold LEO as of Q2 2016.

  • Investors Capital Advisory Services held 18,800 shares of BNY Mellon Strategic Municipals worth $178K as of Q2 2016.
  • BNY Mellon Strategic Municipals was a new Investors Capital Advisory Services position in Q2 2016.
  • BNY Mellon Strategic Municipals made up 0.03% of Investors Capital Advisory Services's portfolio in Q2 2016, its #606 holding.
  • 60 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.