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Weaver Consulting Group’s BNY Mellon Strategic Municipals LEO Stock Holding History

Weaver Consulting Group’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
2020
Q1 		– Sell
-540
Closed -$5K – 904
2019
Q4 		$5K Hold
540
– – ﹤0.01% 614
2019
Q3 		$5K Hold
540
– – ﹤0.01% 598
2019
Q2 		$4K Hold
540
– – ﹤0.01% 618
2019
Q1 		$4K Buy
+540
New +$4.16K ﹤0.01% 1158

Other funds holding LEO

CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Weaver Consulting Group's LEO Position: Q1 2020 in Review

Weaver Consulting Group sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2020, closing a stake of 540 shares — an estimated $5K sold.

Weaver Consulting Group first reported a position in LEO in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 64 funds tracked by Wall St. Rank hold LEO as of Q1 2020.

  • Weaver Consulting Group reported no remaining BNY Mellon Strategic Municipals position as of Q1 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 540 BNY Mellon Strategic Municipals shares in Q1 2020, an estimated $5K.
  • Weaver Consulting Group first reported a position in BNY Mellon Strategic Municipals in Q1 2019 and held it in 4 quarters.
  • Weaver Consulting Group's BNY Mellon Strategic Municipals position peaked at $5K in Q4 2019.
  • 64 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2020.

Based on Weaver Consulting Group's 13F filing for Q1 2020, filed 28 Apr 2020.