Daniel L. Goodwin’s MainStay MacKay DefinedTerm Municipal 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 $1.66T AUM 25.57% 1-Year Est. Return

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

AAM

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

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

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

LPL Financial San Diego, California $377B AUM 19.32% 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 MainStay MacKay DefinedTerm Municipal 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. 60 funds tracked by Wall St. Rank hold MMD as of Q3 2023.

Daniel L. Goodwin held 51,760 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund worth $825K as of Q3 2023.
Daniel L. Goodwin bought 6,150 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q3 2023, an estimated $102K.
MainStay MacKay DefinedTerm Municipal 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 MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q3 2022 and has held it in 5 quarters since.
60 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q3 2023.

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