PI
LEO

Parkside Investments’s BNY Mellon Strategic Municipals LEO Stock Holding History

Parkside Investments’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
2024
Q1 		– Sell
-20,000
Closed -$117K – 100
2023
Q4 		$117K Hold
20,000
– – 0.02% 95
2023
Q3 		$107K Buy
+20,000
New +$117K 0.02% 86

Other funds holding LEO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 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

Parkside Investments's LEO Position: Q1 2024 in Review

Parkside Investments sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2024, closing a stake of 20,000 shares — an estimated $117K sold.

Parkside Investments first reported a position in LEO in Q3 2023 and held it in 2 quarters. The position peaked at $117K in Q4 2023. 82 funds tracked by Wall St. Rank hold LEO as of Q1 2024.

  • Parkside Investments reported no remaining BNY Mellon Strategic Municipals position as of Q1 2024 after selling out during the quarter.
  • Parkside Investments sold 20,000 BNY Mellon Strategic Municipals shares in Q1 2024, an estimated $117K.
  • Parkside Investments first reported a position in BNY Mellon Strategic Municipals in Q3 2023 and held it in 2 quarters.
  • Parkside Investments's BNY Mellon Strategic Municipals position peaked at $117K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2024.

Based on Parkside Investments's 13F filing for Q1 2024, filed 12 Apr 2024.