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Allegis Investment Advisors’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Allegis Investment Advisors’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
2017
Q2 		– Sell
-10,137
Closed -$195K – 295
2017
Q1 		$195K Buy
+10,137
New +$192K 0.05% 246

Other funds holding MMD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allegis Investment Advisors's MMD Position: Q2 2017 in Review

Allegis Investment Advisors sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q2 2017, closing a stake of 10,137 shares — an estimated $195K sold.

Allegis Investment Advisors first reported a position in MMD in Q1 2017 and held it in 1 quarter. The position peaked at $195K in Q1 2017. 39 funds tracked by Wall St. Rank hold MMD as of Q2 2017.

  • Allegis Investment Advisors reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q2 2017 after selling out during the quarter.
  • Allegis Investment Advisors sold 10,137 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2017, an estimated $195K.
  • Allegis Investment Advisors first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q1 2017 and held it in 1 quarter.
  • Allegis Investment Advisors's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $195K in Q1 2017.
  • 39 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2017.

Based on Allegis Investment Advisors's 13F filing for Q2 2017, filed 3 Aug 2017.