WSTAM
LEO icon

Wilbanks Smith & Thomas Asset Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q4 		– Sell
-500
Closed -$4K – 885
2018
Q3 		$4K Buy
+500
New +$3.83K ﹤0.01% 1268

Other funds holding LEO

CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $202M AUM 21.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's LEO Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2018, closing a stake of 500 shares — an estimated $4K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in LEO in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 72 funds tracked by Wall St. Rank hold LEO as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining BNY Mellon Strategic Municipals position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 500 BNY Mellon Strategic Municipals shares in Q4 2018, an estimated $4K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in BNY Mellon Strategic Municipals in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's BNY Mellon Strategic Municipals position peaked at $4K in Q3 2018.
  • 72 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.