Castleview Partners’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Castleview Partners’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
2021 Q2	$14K	Buy	+635	New	+$14.2K	0.01%	618

Other funds holding MMD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

RJA

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Castleview Partners's MMD Position: Q2 2021 in Review

Castleview Partners opened a new position in NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q2 2021: 635 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #618 among its holdings.

50 funds tracked by Wall St. Rank hold MMD as of Q2 2021.

Castleview Partners held 635 shares of NYLIM MacKay DefinedTerm Muni Opportunities Fund worth $14K as of Q2 2021.
NYLIM MacKay DefinedTerm Muni Opportunities Fund was a new Castleview Partners position in Q2 2021.
NYLIM MacKay DefinedTerm Muni Opportunities Fund made up 0.01% of Castleview Partners's portfolio in Q2 2021, its #618 holding.
50 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.