PMFA
LEO

Plante Moran Financial Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Plante Moran Financial 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
2021
Q3 		– Sell
-6
Closed – – 979
2021
Q2 		$0 Hold
6
– – ﹤0.01% 1020
2021
Q1 		$0 Hold
6
– – ﹤0.01% 1061
2020
Q4 		$0 Hold
6
– – ﹤0.01% 934
2020
Q3 		$0 Hold
6
– – ﹤0.01% 874
2020
Q2 		$0 Buy
+6
New +$45 ﹤0.01% 812

Other funds holding LEO

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Plante Moran Financial Advisors's LEO Position: Q3 2021 in Review

Plante Moran Financial Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q3 2021, closing a stake of 6 shares.

Plante Moran Financial Advisors first reported a position in LEO in Q2 2020 and held it in 5 quarters. The position peaked at $0 in Q2 2021. 69 funds tracked by Wall St. Rank hold LEO as of Q3 2021.

  • Plante Moran Financial Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q3 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 6 BNY Mellon Strategic Municipals shares in Q3 2021.
  • Plante Moran Financial Advisors first reported a position in BNY Mellon Strategic Municipals in Q2 2020 and held it in 5 quarters.
  • Plante Moran Financial Advisors's BNY Mellon Strategic Municipals position peaked at $0 in Q2 2021.
  • 69 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.