AIM
MMD

Allen Investment Management’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Allen 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
2015
Q4 		– Sell
-18,298
Closed -$324K – 213
2015
Q3 		$324K Hold
18,298
– – 0.03% 169
2015
Q2 		$316K Buy
+18,298
New +$336K 0.03% 184

Other funds holding MMD

Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 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

Allen Investment Management's MMD Position: Q4 2015 in Review

Allen Investment Management sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q4 2015, closing a stake of 18,298 shares — an estimated $324K sold.

Allen Investment Management first reported a position in MMD in Q2 2015 and held it in 2 quarters. The position peaked at $324K in Q3 2015. 35 funds tracked by Wall St. Rank hold MMD as of Q4 2015.

  • Allen Investment Management reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q4 2015 after selling out during the quarter.
  • Allen Investment Management sold 18,298 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q4 2015, an estimated $324K.
  • Allen Investment Management first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q2 2015 and held it in 2 quarters.
  • Allen Investment Management's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $324K in Q3 2015.
  • 35 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q4 2015.

Based on Allen Investment Management's 13F filing for Q4 2015, filed 16 Feb 2016.