BTS
MMD

BB&T Securities’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

BB&T Securities’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 		$259K Hold
12,376
– – ﹤0.01% 1387
2019
Q2 		$258K Sell
12,376
-212
-2% -$4.33K ﹤0.01% 1384
2019
Q1 		$255K Sell
12,588
-2,188
-15% -$43.5K ﹤0.01% 1378
2018
Q4 		$288K Sell
14,776
-510
-3% -$9.91K ﹤0.01% 1201
2018
Q3 		$300K Hold
15,286
– – ﹤0.01% 1323
2018
Q2 		$296K Sell
15,286
-1,200
-7% -$23.1K ﹤0.01% 1284
2018
Q1 		$310K Buy
16,486
+5,594
+51% +$107K ﹤0.01% 1225
2017
Q4 		$215K Buy
+10,892
New +$215K ﹤0.01% 1317
2016
Q1 		– Sell
-14,150
Closed -$266K – 1211
2015
Q4 		$266K Sell
14,150
-1,300
-8% -$23.5K 0.01% 967
2015
Q3 		$273K Buy
15,450
+130
+0.8% +$2.27K 0.01% 903
2015
Q2 		$264K Sell
15,320
-8,648
-36% -$159K 0.01% 946
2015
Q1 		$445K Buy
23,968
+802
+3% +$14.9K 0.01% 759
2014
Q4 		$421K Sell
23,166
-5,499
-19% -$99.5K 0.01% 771
2014
Q3 		$512K Buy
28,665
+115
+0.4% +$2.02K 0.01% 671
2014
Q2 		$509K Sell
28,550
-14,450
-34% -$253K 0.01% 655
2014
Q1 		$730K Buy
43,000
+300
+0.7% +$5.03K 0.02% 499
2013
Q4 		$673K Sell
42,700
-2,600
-6% -$40.7K 0.02% 481
2013
Q3 		$728K Buy
45,300
+3,000
+7% +$49.1K 0.02% 429
2013
Q2 		$761K Buy
+42,300
New +$818K 0.02% 401

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

BB&T Securities's MMD Position: Q3 2019 in Review

BB&T Securities held its NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) position steady in Q3 2019 at 12,376 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

BB&T Securities first reported a position in MMD in Q2 2013 and has held it in 19 quarters since. The position peaked at $761K in Q2 2013. 42 funds tracked by Wall St. Rank hold MMD as of Q3 2019.

  • BB&T Securities held 12,376 shares of NYLIM MacKay DefinedTerm Muni Opportunities Fund worth $259K as of Q3 2019.
  • BB&T Securities left its NYLIM MacKay DefinedTerm Muni Opportunities Fund share count unchanged in Q3 2019.
  • NYLIM MacKay DefinedTerm Muni Opportunities Fund made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1387 holding.
  • BB&T Securities first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q2 2013 and has held it in 19 quarters since.
  • BB&T Securities's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $761K in Q2 2013.
  • 42 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.