AW
MMD

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

Atlas Wealth’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
2024
Q3 		– Sell
-323,207
Closed -$5.33M – 127
2024
Q2 		$5.33M Buy
+323,207
New +$5.26M 0.63% 44

Other funds holding MMD

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atlas Wealth's MMD Position: Q3 2024 in Review

Atlas Wealth sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q3 2024, closing a stake of 323,207 shares — an estimated $5.33M sold.

Atlas Wealth first reported a position in MMD in Q2 2024 and held it in 1 quarter. The position peaked at $5.33M in Q2 2024. 64 funds tracked by Wall St. Rank hold MMD as of Q3 2024.

  • Atlas Wealth reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Atlas Wealth sold 323,207 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q3 2024, an estimated $5.33M.
  • Atlas Wealth first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q2 2024 and held it in 1 quarter.
  • Atlas Wealth's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $5.33M in Q2 2024.
  • 64 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q3 2024.

Based on Atlas Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.