1776 Wealth’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

1776 Wealth’s Portfolio MMD Stock Details MMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-5,200	Closed	-$105K	–	235
2020 Q2	$105K	Hold	5,200	–	–	0.07%	139
2020 Q1	$99K	Hold	5,200	–	–	0.08%	136
2019 Q4	$109K	Buy	+5,200	New	+$108K	0.09%	132

Other funds holding MMD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

1776 Wealth's MMD Position: Q3 2020 in Review

1776 Wealth sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q3 2020, closing a stake of 5,200 shares — an estimated $105K sold.

1776 Wealth first reported a position in MMD in Q4 2019 and held it in 3 quarters. The position peaked at $109K in Q4 2019. 40 funds tracked by Wall St. Rank hold MMD as of Q3 2020.

1776 Wealth reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 5,200 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q3 2020, an estimated $105K.
1776 Wealth first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2019 and held it in 3 quarters.
1776 Wealth's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $109K in Q4 2019.
40 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.