Stifel Financial
LEO

Stifel Financial’s BNY Mellon Strategic Municipals LEO Stock Holding History

Stifel Financial’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
2021
Q1 		– Sell
-16,073
Closed -$137K – 3254
2020
Q4 		$137K Buy
16,073
+325
+2% +$2.71K ﹤0.01% 2902
2020
Q3 		$130K Hold
15,748
– – ﹤0.01% 2714
2020
Q2 		$123K Hold
15,748
– – ﹤0.01% 2688
2020
Q1 		$117K Buy
15,748
+2,900
+23% +$24.2K ﹤0.01% 2563
2019
Q4 		$110K Buy
12,848
+1,400
+12% +$11.9K ﹤0.01% 2884
2019
Q3 		$99K Sell
11,448
-2,875
-20% -$24.4K ﹤0.01% 2765
2019
Q2 		$116K Buy
+14,323
New +$116K ﹤0.01% 2812
2017
Q2 		– Sell
-11,905
Closed -$104K – 2593
2017
Q1 		$104K Buy
+11,905
New +$102K ﹤0.01% 2427

Other funds holding LEO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Stifel Financial's LEO Position: Q1 2021 in Review

Stifel Financial sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2021, closing a stake of 16,073 shares — an estimated $137K sold.

Stifel Financial first reported a position in LEO in Q1 2017 and held it in 8 quarters. The position peaked at $137K in Q4 2020. 73 funds tracked by Wall St. Rank hold LEO as of Q1 2021.

  • Stifel Financial reported no remaining BNY Mellon Strategic Municipals position as of Q1 2021 after selling out during the quarter.
  • Stifel Financial sold 16,073 BNY Mellon Strategic Municipals shares in Q1 2021, an estimated $137K.
  • Stifel Financial first reported a position in BNY Mellon Strategic Municipals in Q1 2017 and held it in 8 quarters.
  • Stifel Financial's BNY Mellon Strategic Municipals position peaked at $137K in Q4 2020.
  • 73 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2021.

Based on Stifel Financial's 13F filing for Q1 2021, filed 14 May 2021.