RPG
LEO

Risk Paradigm Group’s BNY Mellon Strategic Municipals LEO Stock Holding History

Risk Paradigm Group’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
Q2 		– Sell
-4,000
Closed -$30.8K – 158
2018
Q1 		$30.8K Hold
4,000
– – 0.04% 167
2017
Q4 		$34.6K Buy
+4,000
New +$35K 0.04% 182
2017
Q3 		– Sell
-4,000
Closed -$35.6K – 243
2017
Q2 		$35.6K Hold
4,000
– – 0.04% 163
2017
Q1 		$34.4K Hold
4,000
– – 0.04% 170
2016
Q4 		$33.6K Hold
4,000
– – 0.04% 180
2016
Q3 		$37.4K Hold
4,000
– – 0.03% 188
2016
Q2 		$38K Hold
4,000
– – 0.05% 156
2016
Q1 		$35.9K Hold
4,000
– – 0.05% 148
2015
Q4 		$34.2K Hold
4,000
– – 0.04% 152
2015
Q3 		$32.7K Buy
+4,000
New +$32.2K 0.07% 114

Other funds holding LEO

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Risk Paradigm Group's LEO Position: Q2 2018 in Review

Risk Paradigm Group sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2018, closing a stake of 4,000 shares — an estimated $30.8K sold.

Risk Paradigm Group first reported a position in LEO in Q3 2015 and held it in 10 quarters. The position peaked at $38K in Q2 2016. 64 funds tracked by Wall St. Rank hold LEO as of Q2 2018.

  • Risk Paradigm Group reported no remaining BNY Mellon Strategic Municipals position as of Q2 2018 after selling out during the quarter.
  • Risk Paradigm Group sold 4,000 BNY Mellon Strategic Municipals shares in Q2 2018, an estimated $30.8K.
  • Risk Paradigm Group first reported a position in BNY Mellon Strategic Municipals in Q3 2015 and held it in 10 quarters.
  • Risk Paradigm Group's BNY Mellon Strategic Municipals position peaked at $38K in Q2 2016.
  • 64 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2018.

Based on Risk Paradigm Group's 13F filing for Q2 2018, filed 10 Aug 2018.