WA
LEO

WFG Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

WFG 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
2015
Q2 		– Sell
-10,238
Closed -$86K – 1745
2015
Q1 		$86K Sell
10,238
-6,167
-38% -$51.6K 0.02% 577
2014
Q4 		$134K Buy
16,405
+900
+6% +$7.42K 0.03% 553
2014
Q3 		$130K Hold
15,505
– – 0.02% 572
2014
Q2 		$131K Hold
15,505
– – 0.02% 566
2014
Q1 		$126K Hold
15,505
– – 0.03% 561
2013
Q4 		$118K Hold
15,505
– – 0.02% 684
2013
Q3 		$124K Buy
15,505
+9,238
+147% +$72.5K 0.02% 635
2013
Q2 		$54K Buy
+6,267
New +$56.6K 0.01% 855

Other funds holding LEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LSA
Liberty Street Advisors New York $41.4M AUM 34.47% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WFG Advisors's LEO Position: Q2 2015 in Review

WFG Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2015, closing a stake of 10,238 shares — an estimated $86K sold.

WFG Advisors first reported a position in LEO in Q2 2013 and held it in 8 quarters. The position peaked at $134K in Q4 2014. 63 funds tracked by Wall St. Rank hold LEO as of Q2 2015.

  • WFG Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 10,238 BNY Mellon Strategic Municipals shares in Q2 2015, an estimated $86K.
  • WFG Advisors first reported a position in BNY Mellon Strategic Municipals in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's BNY Mellon Strategic Municipals position peaked at $134K in Q4 2014.
  • 63 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.