SA
LEO

Scarborough Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Scarborough 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
2024
Q3 		– Sell
-680
Closed – – 295
2024
Q2 		$0 Hold
680
– – ﹤0.01% 458
2024
Q1 		$0 Hold
680
– – ﹤0.01% 574
2023
Q4 		$0 Buy
+680
New +$3.74K ﹤0.01% 730

Other funds holding LEO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Scarborough Advisors's LEO Position: Q3 2024 in Review

Scarborough Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q3 2024, closing a stake of 680 shares.

Scarborough Advisors first reported a position in LEO in Q4 2023 and held it in 3 quarters. The position peaked at $0 in Q2 2024. 89 funds tracked by Wall St. Rank hold LEO as of Q3 2024.

  • Scarborough Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q3 2024 after selling out during the quarter.
  • Scarborough Advisors sold 680 BNY Mellon Strategic Municipals shares in Q3 2024.
  • Scarborough Advisors first reported a position in BNY Mellon Strategic Municipals in Q4 2023 and held it in 3 quarters.
  • Scarborough Advisors's BNY Mellon Strategic Municipals position peaked at $0 in Q2 2024.
  • 89 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2024.

Based on Scarborough Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.