Janney Montgomery Scott
LEO

Janney Montgomery Scott’s BNY Mellon Strategic Municipals LEO Stock Holding History

Janney Montgomery Scott’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
2023
Q4 		– Sell
-12,549
Closed -$67K – 2707
2023
Q3 		$67K Sell
12,549
-7,500
-37% -$43.8K ﹤0.01% 2505
2023
Q2 		$125K Sell
20,049
-800
-4% -$4.93K ﹤0.01% 2538
2023
Q1 		$130K Hold
20,849
– – ﹤0.01% 2346
2022
Q4 		$127K Sell
20,849
-7,500
-26% -$45.9K ﹤0.01% 2453
2022
Q3 		$172K Buy
28,349
+5,000
+21% +$33.4K ﹤0.01% 2326
2022
Q2 		$152K Buy
+23,349
New +$158K ﹤0.01% 2190
2022
Q1 		– Sell
-11,314
Closed -$96K – 2347
2021
Q4 		$96K Hold
11,314
– – ﹤0.01% 2313
2021
Q3 		$98K Sell
11,314
-8
-0.1% -$73 ﹤0.01% 2246
2021
Q2 		$102K Buy
11,322
+1,008
+10% +$8.88K ﹤0.01% 2209
2021
Q1 		$88K Sell
10,314
-1,000
-9% -$8.47K ﹤0.01% 2135
2020
Q4 		$96K Hold
11,314
– – ﹤0.01% 2183
2020
Q3 		$94K Buy
+11,314
New +$93.4K ﹤0.01% 2005
2020
Q2 		– Sell
-13,390
Closed -$100K – 2033
2020
Q1 		$100K Sell
13,390
-1,450
-10% -$12.1K ﹤0.01% 1777
2019
Q4 		$126K Hold
14,840
– – ﹤0.01% 1995
2019
Q3 		$127K Hold
14,840
– – ﹤0.01% 1964
2019
Q2 		$121K Sell
14,840
-3,150
-18% -$25.5K ﹤0.01% 1982
2019
Q1 		$142K Buy
17,990
+500
+3% +$3.85K ﹤0.01% 1920
2018
Q4 		$126K Sell
17,490
-2,250
-11% -$16.2K ﹤0.01% 1843
2018
Q3 		$148K Sell
19,740
-7,885
-29% -$60.3K ﹤0.01% 1959
2018
Q2 		$212K Sell
27,625
-4,775
-15% -$36.5K ﹤0.01% 1829
2018
Q1 		$250K Sell
32,400
-4,300
-12% -$34.6K ﹤0.01% 1696
2017
Q4 		$317K Buy
36,700
+13,250
+57% +$116K ﹤0.01% 1560
2017
Q3 		$206K Buy
23,450
+1,250
+6% +$11.2K ﹤0.01% 1693
2017
Q2 		$198K Buy
22,200
+1,100
+5% +$9.68K ﹤0.01% 1632
2017
Q1 		$181K Buy
+21,100
New +$182K ﹤0.01% 1639
2015
Q3 		– Sell
-24,800
Closed -$196K – 1428
2015
Q2 		$196K Hold
24,800
– – ﹤0.01% 1810
2015
Q1 		$208K Buy
24,800
+4,400
+22% +$36.8K ﹤0.01% 2059
2014
Q4 		$167K Buy
20,400
+7,400
+57% +$61K ﹤0.01% 2083
2014
Q3 		$109K Sell
13,000
-7,575
-37% -$63.5K ﹤0.01% 2169
2014
Q2 		$174K Hold
20,575
– – ﹤0.01% 2000
2014
Q1 		$167K Sell
20,575
-275
-1% -$2.2K ﹤0.01% 1831
2013
Q4 		$158K Sell
20,850
-17,168
-45% -$132K ﹤0.01% 1804
2013
Q3 		$305K Buy
+38,018
New +$298K 0.01% 1323

Other funds holding LEO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 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

Janney Montgomery Scott's LEO Position: Q4 2023 in Review

Janney Montgomery Scott sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2023, closing a stake of 12,549 shares — an estimated $67K sold.

Janney Montgomery Scott first reported a position in LEO in Q3 2013 and held it in 33 quarters. The position peaked at $317K in Q4 2017. 89 funds tracked by Wall St. Rank hold LEO as of Q4 2023.

  • Janney Montgomery Scott reported no remaining BNY Mellon Strategic Municipals position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 12,549 BNY Mellon Strategic Municipals shares in Q4 2023, an estimated $67K.
  • Janney Montgomery Scott first reported a position in BNY Mellon Strategic Municipals in Q3 2013 and held it in 33 quarters.
  • Janney Montgomery Scott's BNY Mellon Strategic Municipals position peaked at $317K in Q4 2017.
  • 89 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.