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Riggs Asset Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Riggs Asset Management’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
2014
Q4 		– Sell
-645
Closed -$5K – 298
2014
Q3 		$5K Buy
+645
New +$5.41K ﹤0.01% 243

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Morgan Stanley
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CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Riggs Asset Management's LEO Position: Q4 2014 in Review

Riggs Asset Management sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2014, closing a stake of 645 shares — an estimated $5K sold.

Riggs Asset Management first reported a position in LEO in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 64 funds tracked by Wall St. Rank hold LEO as of Q4 2014.

  • Riggs Asset Management reported no remaining BNY Mellon Strategic Municipals position as of Q4 2014 after selling out during the quarter.
  • Riggs Asset Management sold 645 BNY Mellon Strategic Municipals shares in Q4 2014, an estimated $5K.
  • Riggs Asset Management first reported a position in BNY Mellon Strategic Municipals in Q3 2014 and held it in 1 quarter.
  • Riggs Asset Management's BNY Mellon Strategic Municipals position peaked at $5K in Q3 2014.
  • 64 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2014.

Based on Riggs Asset Management's 13F filing for Q4 2014, filed 4 Feb 2015.