Farmers & Merchants Trust Co of Chambersburg PA’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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	–	Sell	-1,575	Closed	-$27K	–	396
2023 Q2	$27K	Buy	+1,575	New	+$26.8K	0.02%	232

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 $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 $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 $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

Farmers & Merchants Trust Co of Chambersburg PA's MMD Position: Q3 2023 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) in Q3 2023, closing a stake of 1,575 shares — an estimated $27K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in MMD in Q2 2023 and held it in 1 quarter. The position peaked at $27K in Q2 2023. 60 funds tracked by Wall St. Rank hold MMD as of Q3 2023.

Farmers & Merchants Trust Co of Chambersburg PA reported no remaining MainStay MacKay DefinedTerm Municipal Opportunities Fund position as of Q3 2023 after selling out during the quarter.
Farmers & Merchants Trust Co of Chambersburg PA sold 1,575 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q3 2023, an estimated $27K.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q2 2023 and held it in 1 quarter.
Farmers & Merchants Trust Co of Chambersburg PA's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $27K in Q2 2023.
60 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q3 2023.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q3 2023, filed 17 Oct 2023.