PCA
LEO

Personal Capital Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Personal Capital 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
2018
Q1 		– Sell
-11,952
Closed -$103K – 270
2017
Q4 		$103K Buy
+11,952
New +$105K ﹤0.01% 250

Other funds holding LEO

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Personal Capital Advisors's LEO Position: Q1 2018 in Review

Personal Capital Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2018, closing a stake of 11,952 shares — an estimated $103K sold.

Personal Capital Advisors first reported a position in LEO in Q4 2017 and held it in 1 quarter. The position peaked at $103K in Q4 2017. 66 funds tracked by Wall St. Rank hold LEO as of Q1 2018.

  • Personal Capital Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q1 2018 after selling out during the quarter.
  • Personal Capital Advisors sold 11,952 BNY Mellon Strategic Municipals shares in Q1 2018, an estimated $103K.
  • Personal Capital Advisors first reported a position in BNY Mellon Strategic Municipals in Q4 2017 and held it in 1 quarter.
  • Personal Capital Advisors's BNY Mellon Strategic Municipals position peaked at $103K in Q4 2017.
  • 66 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2018.

Based on Personal Capital Advisors's 13F filing for Q1 2018, filed 9 May 2018.