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Tortoise Investment Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Tortoise Investment 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
2018
Q3 		– Sell
-3
Closed – – 564
2018
Q2 		$0 Hold
3
– – ﹤0.01% 571
2018
Q1 		$0 Buy
+3
New +$24 ﹤0.01% 559

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LCM
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SIA
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GC
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WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tortoise Investment Management's LEO Position: Q3 2018 in Review

Tortoise Investment Management sold out of BNY Mellon Strategic Municipals (LEO) in Q3 2018, closing a stake of 3 shares.

Tortoise Investment Management first reported a position in LEO in Q1 2018 and held it in 2 quarters. The position peaked at $0 in Q2 2018. 71 funds tracked by Wall St. Rank hold LEO as of Q3 2018.

  • Tortoise Investment Management reported no remaining BNY Mellon Strategic Municipals position as of Q3 2018 after selling out during the quarter.
  • Tortoise Investment Management sold 3 BNY Mellon Strategic Municipals shares in Q3 2018.
  • Tortoise Investment Management first reported a position in BNY Mellon Strategic Municipals in Q1 2018 and held it in 2 quarters.
  • Tortoise Investment Management's BNY Mellon Strategic Municipals position peaked at $0 in Q2 2018.
  • 71 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2018.

Based on Tortoise Investment Management's 13F filing for Q3 2018, filed 20 Nov 2018.