Advantage Investment Management’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Advantage Investment 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
2019 Q3	$38K	Hold	1,800	–	–	0.03%	392
2019 Q2	$38K	Hold	1,800	–	–	0.03%	402
2019 Q1	$37K	Hold	1,800	–	–	0.03%	408
2018 Q4	$35K	Hold	1,800	–	–	0.03%	400
2018 Q3	$35K	Hold	1,800	–	–	0.02%	464
2018 Q2	$35K	Hold	1,800	–	–	0.03%	431
2018 Q1	$34K	Hold	1,800	–	–	0.01%	456
2017 Q4	$36K	Hold	1,800	–	–	0.01%	463
2017 Q3	$36K	Hold	1,800	–	–	0.01%	453
2017 Q2	$35K	Hold	1,800	–	–	0.01%	463
2017 Q1	$35K	Hold	1,800	–	–	0.01%	434
2016 Q4	$33K	Hold	1,800	–	–	0.01%	415
2016 Q3	$37K	Hold	1,800	–	–	0.01%	392
2016 Q2	$37K	Hold	1,800	–	–	0.02%	382
2016 Q1	$35K	Hold	1,800	–	–	0.02%	380
2015 Q4	$34K	Hold	1,800	–	–	0.02%	387
2015 Q3	$32K	Hold	1,800	–	–	0.02%	377
2015 Q2	$31K	Hold	1,800	–	–	0.02%	410
2015 Q1	$33K	Buy	+1,800	New	+$33.4K	0.02%	385

Other funds holding MMD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Advantage Investment Management's MMD Position: Q3 2019 in Review

Advantage Investment Management held its MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) position steady in Q3 2019 at 1,800 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #392.

Advantage Investment Management first reported a position in MMD in Q1 2015 and has held it in 19 quarters since. 42 funds tracked by Wall St. Rank hold MMD as of Q3 2019.

Advantage Investment Management held 1,800 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund worth $38K as of Q3 2019.
Advantage Investment Management left its MainStay MacKay DefinedTerm Municipal Opportunities Fund share count unchanged in Q3 2019.
MainStay MacKay DefinedTerm Municipal Opportunities Fund made up 0.03% of Advantage Investment Management's portfolio in Q3 2019, its #392 holding.
Advantage Investment Management first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q1 2015 and has held it in 19 quarters since.
42 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.