MIG
LEO

Mariner Investment Group’s BNY Mellon Strategic Municipals LEO Stock Holding History

Mariner Investment Group’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
2022
Q4 		– Sell
-41,520
Closed -$252K – 104
2022
Q3 		$252K Buy
41,520
+12,622
+44% +$84.4K 0.28% 90
2022
Q2 		$190K Buy
28,898
+18,475
+177% +$125K 0.2% 135
2022
Q1 		$75K Sell
10,423
-877
-8% -$6.71K 0.09% 154
2021
Q4 		$96K Buy
+11,300
New +$95.7K 0.04% 166
2019
Q1 		– Sell
-38,041
Closed -$273K – 92
2018
Q4 		$273K Buy
+38,041
New +$274K 0.38% 78
2015
Q1 		– Sell
-102,000
Closed -$835K – 225
2014
Q4 		$835K Buy
+102,000
New +$841K 0.14% 132
2014
Q1 		– Sell
-77,100
Closed -$586K – 284
2013
Q4 		$586K Buy
+77,100
New +$593K 0.09% 163

Other funds holding LEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Mariner Investment Group's LEO Position: Q4 2022 in Review

Mariner Investment Group sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2022, closing a stake of 41,520 shares — an estimated $252K sold.

Mariner Investment Group first reported a position in LEO in Q4 2013 and held it in 7 quarters. The position peaked at $835K in Q4 2014. 83 funds tracked by Wall St. Rank hold LEO as of Q4 2022.

  • Mariner Investment Group reported no remaining BNY Mellon Strategic Municipals position as of Q4 2022 after selling out during the quarter.
  • Mariner Investment Group sold 41,520 BNY Mellon Strategic Municipals shares in Q4 2022, an estimated $252K.
  • Mariner Investment Group first reported a position in BNY Mellon Strategic Municipals in Q4 2013 and held it in 7 quarters.
  • Mariner Investment Group's BNY Mellon Strategic Municipals position peaked at $835K in Q4 2014.
  • 83 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2022.

Based on Mariner Investment Group's 13F filing for Q4 2022, filed 14 Feb 2023.