TIM
LEO

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

Other funds holding LEO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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.