EWM
MMD

EPG Wealth Management’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

EPG Wealth 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
-2,290
Closed -$44K – 527
2020
Q1 		$44K Buy
+2,290
New +$48K 0.03% 294

Other funds holding MMD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

EPG Wealth Management's MMD Position: Q2 2020 in Review

EPG Wealth Management sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q2 2020, closing a stake of 2,290 shares — an estimated $44K sold.

EPG Wealth Management first reported a position in MMD in Q1 2020 and held it in 1 quarter. The position peaked at $44K in Q1 2020. 40 funds tracked by Wall St. Rank hold MMD as of Q2 2020.

  • EPG Wealth Management reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 2,290 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2020, an estimated $44K.
  • EPG Wealth Management first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $44K in Q1 2020.
  • 40 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.