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 New York $1.89T AUM 35.08% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

LSA

Liberty Street Advisors New York $507M AUM 59.45% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

MIM

Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 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.