AWG
MMD

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

Altus Wealth Group’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
2021
Q1 		– Sell
-6,180
Closed -$135K – 539
2020
Q4 		$135K Buy
+6,180
New +$131K 0.13% 120

Other funds holding MMD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Altus Wealth Group's MMD Position: Q1 2021 in Review

Altus Wealth Group sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q1 2021, closing a stake of 6,180 shares — an estimated $135K sold.

Altus Wealth Group first reported a position in MMD in Q4 2020 and held it in 1 quarter. The position peaked at $135K in Q4 2020. 50 funds tracked by Wall St. Rank hold MMD as of Q1 2021.

  • Altus Wealth Group reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 6,180 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q1 2021, an estimated $135K.
  • Altus Wealth Group first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $135K in Q4 2020.
  • 50 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.