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Fiduciary Alliance’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Fiduciary Alliance’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
Q1 		– Sell
-883
Closed -$14.2K – 570
2022
Q4 		$14.2K Buy
+883
New +$14.2K ﹤0.01% 351

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fiduciary Alliance's MMD Position: Q1 2023 in Review

Fiduciary Alliance sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q1 2023, closing a stake of 883 shares — an estimated $14.2K sold.

Fiduciary Alliance first reported a position in MMD in Q4 2022 and held it in 1 quarter. The position peaked at $14.2K in Q4 2022. 57 funds tracked by Wall St. Rank hold MMD as of Q1 2023.

  • Fiduciary Alliance reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 883 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q1 2023, an estimated $14.2K.
  • Fiduciary Alliance first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • Fiduciary Alliance's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $14.2K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.