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Money Concepts Capital’s BNY Mellon Strategic Municipals LEO Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-24,120
Closed -$147K – 1849
2022
Q4 		$147K Buy
+24,120
New +$148K 0.01% 814
2022
Q2 		– Sell
-19,140
Closed -$138K – 2118
2022
Q1 		$138K Buy
+19,140
New +$146K 0.01% 878

Other funds holding LEO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Money Concepts Capital's LEO Position: Q1 2023 in Review

Money Concepts Capital sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2023, closing a stake of 24,120 shares — an estimated $147K sold.

Money Concepts Capital first reported a position in LEO in Q1 2022 and held it in 2 quarters. The position peaked at $147K in Q4 2022. 81 funds tracked by Wall St. Rank hold LEO as of Q1 2023.

  • Money Concepts Capital reported no remaining BNY Mellon Strategic Municipals position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 24,120 BNY Mellon Strategic Municipals shares in Q1 2023, an estimated $147K.
  • Money Concepts Capital first reported a position in BNY Mellon Strategic Municipals in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's BNY Mellon Strategic Municipals position peaked at $147K in Q4 2022.
  • 81 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.