Avestar Capital’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Avestar Capital’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	–	Sell	-828	Closed	-$17K	–	579
2019 Q2	$17K	Hold	828	–	–	0.01%	418
2019 Q1	$16K	Hold	828	–	–	0.01%	405
2018 Q4	$16K	Hold	828	–	–	0.01%	364
2018 Q3	$16K	Hold	828	–	–	0.01%	400
2018 Q2	$16K	Hold	828	–	–	0.01%	392
2018 Q1	$15K	Sell	828 -4,300	-84%	-$82.5K	0.01%	371
2017 Q4	$101K	Buy	+5,128	New	+$101K	0.08%	154

Other funds holding MMD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Avestar Capital's MMD Position: Q3 2019 in Review

Avestar Capital sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q3 2019, closing a stake of 828 shares — an estimated $17K sold.

Avestar Capital first reported a position in MMD in Q4 2017 and held it in 7 quarters. The position peaked at $101K in Q4 2017. 42 funds tracked by Wall St. Rank hold MMD as of Q3 2019.

Avestar Capital reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 828 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q3 2019, an estimated $17K.
Avestar Capital first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2017 and held it in 7 quarters.
Avestar Capital's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $101K in Q4 2017.
42 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.