NPC
LEO

National Planning Corporation’s BNY Mellon Strategic Municipals LEO Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-2,000
Closed -$16.8K – 1437
2014
Q4 		$16.8K Buy
+2,000
New +$16.5K ﹤0.01% 1816

Other funds holding LEO

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
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LSA
Liberty Street Advisors New York $41.4M AUM 34.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

National Planning Corporation's LEO Position: Q1 2015 in Review

National Planning Corporation sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2015, closing a stake of 2,000 shares — an estimated $16.8K sold.

National Planning Corporation first reported a position in LEO in Q4 2014 and held it in 1 quarter. The position peaked at $16.8K in Q4 2014. 64 funds tracked by Wall St. Rank hold LEO as of Q1 2015.

  • National Planning Corporation reported no remaining BNY Mellon Strategic Municipals position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 2,000 BNY Mellon Strategic Municipals shares in Q1 2015, an estimated $16.8K.
  • National Planning Corporation first reported a position in BNY Mellon Strategic Municipals in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's BNY Mellon Strategic Municipals position peaked at $16.8K in Q4 2014.
  • 64 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.