CFFP
MMD

Center for Financial Planning’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Center for Financial Planning’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
2026
Q1 		– Sell
-2,000
Closed -$29.7K – 700
2025
Q4 		$29.7K Hold
2,000
– – ﹤0.01% 362
2025
Q3 		$30.3K Hold
2,000
– – ﹤0.01% 369
2025
Q2 		$29.6K Hold
2,000
– – ﹤0.01% 351
2025
Q1 		$30.2K Hold
2,000
– – ﹤0.01% 344
2024
Q4 		$29.9K Hold
2,000
– – ﹤0.01% 312
2024
Q3 		$33.7K Hold
2,000
– – ﹤0.01% 291
2024
Q2 		$33.2K Hold
2,000
– – ﹤0.01% 282
2024
Q1 		$32.7K Hold
2,000
– – ﹤0.01% 285
2023
Q4 		$32.5K Hold
2,000
– – 0.01% 267
2023
Q3 		$31.9K Buy
+2,000
New +$33.2K 0.01% 257

Other funds holding MMD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return