Cambridge Investment Research Advisors’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Cambridge Investment Research Advisors’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 Q2	–	Sell	-16,384	Closed	-$304K	–	1469
2015 Q1	$304K	Hold	16,384	–	–	0.01%	1048
2014 Q4	$298K	Buy	16,384 +1,000	+7%	+$18.1K	0.01%	1025
2014 Q3	$275K	Hold	15,384	–	–	0.01%	1140
2014 Q2	$274K	Sell	15,384 -26,917	-64%	-$472K	0.01%	1047
2014 Q1	$718K	Buy	+42,301	New	+$710K	0.03%	546

Other funds holding MMD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Cambridge Investment Research Advisors's MMD Position: Q2 2015 in Review

Cambridge Investment Research Advisors sold out of MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) in Q2 2015, closing a stake of 16,384 shares — an estimated $304K sold.

Cambridge Investment Research Advisors first reported a position in MMD in Q1 2014 and held it in 5 quarters. The position peaked at $718K in Q1 2014. 33 funds tracked by Wall St. Rank hold MMD as of Q2 2015.

Cambridge Investment Research Advisors reported no remaining MainStay MacKay DefinedTerm Municipal Opportunities Fund position as of Q2 2015 after selling out during the quarter.
Cambridge Investment Research Advisors sold 16,384 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q2 2015, an estimated $304K.
Cambridge Investment Research Advisors first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q1 2014 and held it in 5 quarters.
Cambridge Investment Research Advisors's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $718K in Q1 2014.
33 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q2 2015.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2015, filed 29 Jul 2015.