Daniel L. Goodwin’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Daniel L. Goodwin’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 Q3	$825K	Buy	51,760 +6,150	+13%	+$102K	0.4%	30
2023 Q2	$779K	Buy	45,610 +10,600	+30%	+$181K	0.37%	32
2023 Q1	$608K	Buy	35,010 +12,300	+54%	+$214K	0.31%	41
2022 Q4	$365K	Buy	22,710 +11,150	+96%	+$179K	0.18%	56
2022 Q3	$180K	Buy	+11,560	New	+$209K	0.1%	77

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

Daniel L. Goodwin's MMD Position: Q3 2023 in Review

Daniel L. Goodwin increased its NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) stake by 13% in Q3 2023, buying an estimated $102K and bringing the position to 51,760 shares worth $825K. The position accounts for 0.4% of the portfolio, ranked #30.

Daniel L. Goodwin first reported a position in MMD in Q3 2022 and has held it in 5 quarters since. 59 funds tracked by Wall St. Rank hold MMD as of Q3 2023.

Daniel L. Goodwin held 51,760 shares of NYLIM MacKay DefinedTerm Muni Opportunities Fund worth $825K as of Q3 2023.
Daniel L. Goodwin bought 6,150 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q3 2023, an estimated $102K.
NYLIM MacKay DefinedTerm Muni Opportunities Fund made up 0.4% of Daniel L. Goodwin's portfolio in Q3 2023, its #30 holding.
Daniel L. Goodwin first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q3 2022 and has held it in 5 quarters since.
59 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.