MA
LEO

MJP Associates’s BNY Mellon Strategic Municipals LEO Stock Holding History

MJP Associates’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
2021
Q4 		– Sell
-19,885
Closed -$173K – 161
2021
Q3 		$173K Hold
19,885
– – 0.06% 139
2021
Q2 		$178K Hold
19,885
– – 0.06% 136
2021
Q1 		$170K Sell
19,885
-2,346
-11% -$19.9K 0.07% 127
2020
Q4 		$189K Buy
+22,231
New +$185K 0.08% 119

Other funds holding LEO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

MJP Associates's LEO Position: Q4 2021 in Review

MJP Associates sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2021, closing a stake of 19,885 shares — an estimated $173K sold.

MJP Associates first reported a position in LEO in Q4 2020 and held it in 4 quarters. The position peaked at $189K in Q4 2020. 78 funds tracked by Wall St. Rank hold LEO as of Q4 2021.

  • MJP Associates reported no remaining BNY Mellon Strategic Municipals position as of Q4 2021 after selling out during the quarter.
  • MJP Associates sold 19,885 BNY Mellon Strategic Municipals shares in Q4 2021, an estimated $173K.
  • MJP Associates first reported a position in BNY Mellon Strategic Municipals in Q4 2020 and held it in 4 quarters.
  • MJP Associates's BNY Mellon Strategic Municipals position peaked at $189K in Q4 2020.
  • 78 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2021.

Based on MJP Associates's 13F filing for Q4 2021, filed 18 Jan 2022.