Cary Street Partners Investment Advisory’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-1,000	Closed	-$15.9K	–	1352
2023 Q3	$15.9K	Hold	1,000	–	–	﹤0.01%	1176
2023 Q2	$17.1K	Buy	+1,000	New	+$17K	﹤0.01%	1093

Other funds holding MMD

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

AAM

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

RJA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Cary Street Partners Investment Advisory's MMD Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) in Q4 2023, closing a stake of 1,000 shares — an estimated $15.9K sold.

Cary Street Partners Investment Advisory first reported a position in MMD in Q2 2023 and held it in 2 quarters. The position peaked at $17.1K in Q2 2023. 73 funds tracked by Wall St. Rank hold MMD as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining MainStay MacKay DefinedTerm Municipal Opportunities Fund position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,000 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q4 2023, an estimated $15.9K.
Cary Street Partners Investment Advisory first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q2 2023 and held it in 2 quarters.
Cary Street Partners Investment Advisory's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $17.1K in Q2 2023.
73 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.