UCFA
LEO

United Capital Financial Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

United Capital Financial Advisors’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
Q4 		– Sell
-11,893
Closed -$105K – 1336
2017
Q3 		$105K Hold
11,893
– – ﹤0.01% 1275
2017
Q2 		$106K Hold
11,893
– – ﹤0.01% 1241
2017
Q1 		$102K Hold
11,893
– – ﹤0.01% 1216
2016
Q4 		$100K Hold
11,893
– – ﹤0.01% 1226
2016
Q3 		$111K Hold
11,893
– – ﹤0.01% 1229
2016
Q2 		$119K Hold
11,893
– – ﹤0.01% 1209
2016
Q1 		$107K Sell
11,893
-833
-7% -$7.28K ﹤0.01% 1177
2015
Q4 		$109K Hold
12,726
– – ﹤0.01% 1170
2015
Q3 		$104K Buy
12,726
+1,667
+15% +$13.4K ﹤0.01% 1207
2015
Q2 		$87K Buy
+11,059
New +$89.9K ﹤0.01% 1232

Other funds holding LEO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
Morgan Stanley
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
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

United Capital Financial Advisors's LEO Position: Q4 2017 in Review

United Capital Financial Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2017, closing a stake of 11,893 shares — an estimated $105K sold.

United Capital Financial Advisors first reported a position in LEO in Q2 2015 and held it in 10 quarters. The position peaked at $119K in Q2 2016. 60 funds tracked by Wall St. Rank hold LEO as of Q4 2017.

  • United Capital Financial Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q4 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,893 BNY Mellon Strategic Municipals shares in Q4 2017, an estimated $105K.
  • United Capital Financial Advisors first reported a position in BNY Mellon Strategic Municipals in Q2 2015 and held it in 10 quarters.
  • United Capital Financial Advisors's BNY Mellon Strategic Municipals position peaked at $119K in Q2 2016.
  • 60 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.