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

Adams Wealth Management’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 Q4	–	Sell	-1,060	Closed	-$22K	–	231
2020 Q3	$22K	Buy	+1,060	New	+$22.3K	0.02%	145

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

TCA

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Adams Wealth Management's MMD Position: Q4 2020 in Review

Adams Wealth Management sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q4 2020, closing a stake of 1,060 shares — an estimated $22K sold.

Adams Wealth Management first reported a position in MMD in Q3 2020 and held it in 1 quarter. The position peaked at $22K in Q3 2020. 48 funds tracked by Wall St. Rank hold MMD as of Q4 2020.

Adams Wealth Management reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 1,060 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q4 2020, an estimated $22K.
Adams Wealth Management first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q3 2020 and held it in 1 quarter.
Adams Wealth Management's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $22K in Q3 2020.
48 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.