MWM
LEO

Merriman Wealth Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Merriman Wealth 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
2019
Q1 		– Sell
-16,000
Closed -$117K – 216
2018
Q4 		$117K Buy
+16,000
New +$115K 0.03% 165

Other funds holding LEO

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Merriman Wealth Management's LEO Position: Q1 2019 in Review

Merriman Wealth Management sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2019, closing a stake of 16,000 shares — an estimated $117K sold.

Merriman Wealth Management first reported a position in LEO in Q4 2018 and held it in 1 quarter. The position peaked at $117K in Q4 2018. 61 funds tracked by Wall St. Rank hold LEO as of Q1 2019.

  • Merriman Wealth Management reported no remaining BNY Mellon Strategic Municipals position as of Q1 2019 after selling out during the quarter.
  • Merriman Wealth Management sold 16,000 BNY Mellon Strategic Municipals shares in Q1 2019, an estimated $117K.
  • Merriman Wealth Management first reported a position in BNY Mellon Strategic Municipals in Q4 2018 and held it in 1 quarter.
  • Merriman Wealth Management's BNY Mellon Strategic Municipals position peaked at $117K in Q4 2018.
  • 61 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2019.

Based on Merriman Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.