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Sowell Financial Services’s BNY Mellon Strategic Municipals LEO Stock Holding History

Sowell Financial Services’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
2023
Q2 		– Sell
-13,445
Closed -$84K – 707
2023
Q1 		$84K Buy
+13,445
New +$84.9K 0.01% 734
2021
Q2 		– Sell
-12,248
Closed -$108K – 1742
2021
Q1 		$108K Buy
12,248
+200
+2% +$1.69K ﹤0.01% 1335
2020
Q4 		$102K Buy
12,048
+152
+1% +$1.27K ﹤0.01% 1145
2020
Q3 		$98K Buy
11,896
+150
+1% +$1.24K ﹤0.01% 980
2020
Q2 		$91K Buy
11,746
+161
+1% +$1.2K 0.01% 990
2020
Q1 		$86K Buy
11,585
+606
+6% +$5.07K 0.01% 896
2019
Q4 		$93K Buy
10,979
+129
+1% +$1.1K 0.01% 942
2019
Q3 		$93K Buy
+10,850
New +$91.9K 0.01% 847
2019
Q1 		$84K Buy
+10,591
New +$81.5K 0.01% 553
2018
Q4 		– Sell
-12,507
Closed -$94K – 498
2018
Q3 		$94K Buy
12,507
+75
+0.6% +$574 0.01% 354
2018
Q2 		$96K Buy
12,432
+68
+0.5% +$519 0.02% 284
2018
Q1 		$94K Buy
12,364
+94
+0.8% +$756 0.02% 265
2017
Q4 		$106K Buy
12,270
+48
+0.4% +$421 0.03% 252
2017
Q3 		$106K Buy
12,222
+71
+0.6% +$637 0.03% 248
2017
Q2 		$110K Buy
12,151
+68
+0.6% +$598 0.03% 248
2017
Q1 		$106K Buy
12,083
+69
+0.6% +$594 0.03% 247
2016
Q4 		$103K Buy
+12,014
New +$103K 0.03% 269

Other funds holding LEO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowell Financial Services's LEO Position: Q2 2023 in Review

Sowell Financial Services sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2023, closing a stake of 13,445 shares — an estimated $84K sold.

Sowell Financial Services first reported a position in LEO in Q4 2016 and held it in 17 quarters. The position peaked at $110K in Q2 2017. 77 funds tracked by Wall St. Rank hold LEO as of Q2 2023.

  • Sowell Financial Services reported no remaining BNY Mellon Strategic Municipals position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 13,445 BNY Mellon Strategic Municipals shares in Q2 2023, an estimated $84K.
  • Sowell Financial Services first reported a position in BNY Mellon Strategic Municipals in Q4 2016 and held it in 17 quarters.
  • Sowell Financial Services's BNY Mellon Strategic Municipals position peaked at $110K in Q2 2017.
  • 77 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.