MIM
LEO

Macroview Investment Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Macroview Investment 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
2020
Q2 		– Sell
-933
Closed -$7K – 353
2020
Q1 		$7K Sell
933
-3,720
-80% -$31.1K 0.02% 134
2019
Q4 		$40K Hold
4,653
– – 0.08% 79
2019
Q3 		$40K Hold
4,653
– – 0.09% 76
2019
Q2 		$38K Hold
4,653
– – 0.1% 79
2019
Q1 		$37K Sell
4,653
-570
-11% -$4.39K 0.09% 82
2018
Q4 		$38K Sell
5,223
-700
-12% -$5.05K 0.12% 79
2018
Q3 		$44K Hold
5,923
– – 0.14% 72
2018
Q2 		$45K Hold
5,923
– – 0.16% 64
2018
Q1 		$46K Sell
5,923
-8,650
-59% -$69.6K 0.16% 60
2017
Q4 		$126K Sell
14,573
-1,485
-9% -$13K 0.6% 19
2017
Q3 		$141K Sell
16,058
-2,780
-15% -$24.9K 0.7% 15
2017
Q2 		$168K Sell
18,838
-13,245
-41% -$117K 0.91% 13
2017
Q1 		$276K Sell
32,083
-8,600
-21% -$74K 1.59% 10
2016
Q4 		$342K Sell
40,683
-10,030
-20% -$86K 1.87% 13
2016
Q3 		$474K Sell
50,713
-23,503
-32% -$219K 2.11% 13
2016
Q2 		$705K Sell
74,216
-14,815
-17% -$136K 3.12% 9
2016
Q1 		$799K Sell
89,031
-28,675
-24% -$251K 3.46% 9
2015
Q4 		$1M Sell
117,706
-74,360
-39% -$620K 3.21% 13
2015
Q3 		$1.57M Sell
192,066
-45,890
-19% -$369K 2.87% 15
2015
Q2 		$1.88M Buy
237,956
+5,186
+2% +$42.1K 2.13% 19
2015
Q1 		$1.95M Buy
+232,770
New +$1.95M 1.82% 27

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Macroview Investment Management's LEO Position: Q2 2020 in Review

Macroview Investment Management sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2020, closing a stake of 933 shares — an estimated $7K sold.

Macroview Investment Management first reported a position in LEO in Q1 2015 and held it in 21 quarters. The position peaked at $1.95M in Q1 2015. 61 funds tracked by Wall St. Rank hold LEO as of Q2 2020.

  • Macroview Investment Management reported no remaining BNY Mellon Strategic Municipals position as of Q2 2020 after selling out during the quarter.
  • Macroview Investment Management sold 933 BNY Mellon Strategic Municipals shares in Q2 2020, an estimated $7K.
  • Macroview Investment Management first reported a position in BNY Mellon Strategic Municipals in Q1 2015 and held it in 21 quarters.
  • Macroview Investment Management's BNY Mellon Strategic Municipals position peaked at $1.95M in Q1 2015.
  • 61 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2020.

Based on Macroview Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.