TC
LEO

Telemus Capital’s BNY Mellon Strategic Municipals LEO Stock Holding History

Telemus Capital’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
2022
Q1 		– Sell
-14,600
Closed -$124K – 370
2021
Q4 		$124K Sell
14,600
-9,750
-40% -$82.6K 0.01% 371
2021
Q3 		$212K Hold
24,350
– – 0.02% 328
2021
Q2 		$218K Hold
24,350
– – 0.02% 325
2021
Q1 		$208K Buy
24,350
+9,750
+67% +$82.6K 0.01% 371
2020
Q4 		$124K Buy
+14,600
New +$122K 0.01% 369

Other funds holding LEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Telemus Capital's LEO Position: Q1 2022 in Review

Telemus Capital sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2022, closing a stake of 14,600 shares — an estimated $124K sold.

Telemus Capital first reported a position in LEO in Q4 2020 and held it in 5 quarters. The position peaked at $218K in Q2 2021. 84 funds tracked by Wall St. Rank hold LEO as of Q1 2022.

  • Telemus Capital reported no remaining BNY Mellon Strategic Municipals position as of Q1 2022 after selling out during the quarter.
  • Telemus Capital sold 14,600 BNY Mellon Strategic Municipals shares in Q1 2022, an estimated $124K.
  • Telemus Capital first reported a position in BNY Mellon Strategic Municipals in Q4 2020 and held it in 5 quarters.
  • Telemus Capital's BNY Mellon Strategic Municipals position peaked at $218K in Q2 2021.
  • 84 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2022.

Based on Telemus Capital's 13F filing for Q1 2022, filed 6 Apr 2022.