Sunflower Bank Wealth Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Sunflower Bank Wealth Management’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 Q3	–	Sell	-27,500	Closed	-$245K	–	98
2017 Q2	$245K	Hold	27,500	–	–	0.08%	90
2017 Q1	$237K	Hold	27,500	–	–	0.08%	85
2016 Q4	$231K	Hold	27,500	–	–	0.08%	84
2016 Q3	$257K	Hold	27,500	–	–	0.09%	83
2016 Q2	$261K	Hold	27,500	–	–	0.09%	82
2016 Q1	$247K	Hold	27,500	–	–	0.09%	82
2015 Q4	$235K	Hold	27,500	–	–	0.08%	83
2015 Q3	$225K	Hold	27,500	–	–	0.08%	83
2015 Q2	$217K	Hold	27,500	–	–	0.07%	90
2015 Q1	$231K	Hold	27,500	–	–	0.08%	89
2014 Q4	$225K	Hold	27,500	–	–	0.07%	94
2014 Q3	$230K	Hold	27,500	–	–	0.08%	91
2014 Q2	$232K	Hold	27,500	–	–	0.09%	90
2014 Q1	$223K	Hold	27,500	–	–	0.11%	91
2013 Q4	$209K	Hold	27,500	–	–	0.11%	91
2013 Q3	$221K	Hold	27,500	–	–	0.12%	81
2013 Q2	$237K	Buy	+27,500	New	+$249K	0.13%	77

Other funds holding LEO

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sunflower Bank Wealth Management's LEO Position: Q3 2017 in Review

Sunflower Bank Wealth Management sold out of BNY Mellon Strategic Municipals (LEO) in Q3 2017, closing a stake of 27,500 shares — an estimated $245K sold.

Sunflower Bank Wealth Management first reported a position in LEO in Q2 2013 and held it in 17 quarters. The position peaked at $261K in Q2 2016. 58 funds tracked by Wall St. Rank hold LEO as of Q3 2017.

Sunflower Bank Wealth Management reported no remaining BNY Mellon Strategic Municipals position as of Q3 2017 after selling out during the quarter.
Sunflower Bank Wealth Management sold 27,500 BNY Mellon Strategic Municipals shares in Q3 2017, an estimated $245K.
Sunflower Bank Wealth Management first reported a position in BNY Mellon Strategic Municipals in Q2 2013 and held it in 17 quarters.
Sunflower Bank Wealth Management's BNY Mellon Strategic Municipals position peaked at $261K in Q2 2016.
58 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2017.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2017, filed 26 Oct 2017.