RFWA
LEO

RPg Family Wealth Advisory’s BNY Mellon Strategic Municipals LEO Stock Holding History

RPg Family Wealth Advisory’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
2017
Q4 		– Sell
-4,000
Closed -$35.2K – 284
2017
Q3 		$35.2K Buy
+4,000
New +$35.9K 0.03% 166

Other funds holding LEO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $324M AUM 26.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RPg Family Wealth Advisory's LEO Position: Q4 2017 in Review

RPg Family Wealth Advisory sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2017, closing a stake of 4,000 shares — an estimated $35.2K sold.

RPg Family Wealth Advisory first reported a position in LEO in Q3 2017 and held it in 1 quarter. The position peaked at $35.2K in Q3 2017. 60 funds tracked by Wall St. Rank hold LEO as of Q4 2017.

  • RPg Family Wealth Advisory reported no remaining BNY Mellon Strategic Municipals position as of Q4 2017 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 4,000 BNY Mellon Strategic Municipals shares in Q4 2017, an estimated $35.2K.
  • RPg Family Wealth Advisory first reported a position in BNY Mellon Strategic Municipals in Q3 2017 and held it in 1 quarter.
  • RPg Family Wealth Advisory's BNY Mellon Strategic Municipals position peaked at $35.2K in Q3 2017.
  • 60 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2017, filed 13 Feb 2018.