Contravisory Investment Management’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Contravisory Investment Management’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
2020 Q2	–	Sell	-1,314	Closed	-$25K	–	308
2020 Q1	$25K	Buy	+1,314	New	+$27.5K	0.01%	229

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

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

RJFSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Contravisory Investment Management's MMD Position: Q2 2020 in Review

Contravisory Investment Management sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q2 2020, closing a stake of 1,314 shares — an estimated $25K sold.

Contravisory Investment Management first reported a position in MMD in Q1 2020 and held it in 1 quarter. The position peaked at $25K in Q1 2020. 40 funds tracked by Wall St. Rank hold MMD as of Q2 2020.

Contravisory Investment Management reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q2 2020 after selling out during the quarter.
Contravisory Investment Management sold 1,314 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2020, an estimated $25K.
Contravisory Investment Management first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q1 2020 and held it in 1 quarter.
Contravisory Investment Management's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $25K in Q1 2020.
40 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2020.

Based on Contravisory Investment Management's 13F filing for Q2 2020, filed 9 Jul 2020.