PIA
LEO

Peachtree Investment Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Peachtree Investment Advisors’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
Q3 		– Sell
-1,800
Closed -$14K – 190
2015
Q2 		$14K Hold
1,800
– – 0.01% 245
2015
Q1 		$15K Hold
1,800
– – 0.01% 250
2014
Q4 		$15K Hold
1,800
– – 0.01% 274
2014
Q3 		$15K Buy
+1,800
New +$15.1K 0.01% 279

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
LSA
Liberty Street Advisors New York $41.4M AUM 34.47% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Peachtree Investment Advisors's LEO Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q3 2015, closing a stake of 1,800 shares — an estimated $14K sold.

Peachtree Investment Advisors first reported a position in LEO in Q3 2014 and held it in 4 quarters. The position peaked at $15K in Q1 2015. 65 funds tracked by Wall St. Rank hold LEO as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 1,800 BNY Mellon Strategic Municipals shares in Q3 2015, an estimated $14K.
  • Peachtree Investment Advisors first reported a position in BNY Mellon Strategic Municipals in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's BNY Mellon Strategic Municipals position peaked at $15K in Q1 2015.
  • 65 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.