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Financial Architects (New Jersey)’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Financial Architects (New Jersey)’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
2019
Q3 		– Sell
-4,524
Closed -$94K – 1104
2019
Q2 		$94K Buy
4,524
+56
+1% +$1.15K 0.02% 391
2019
Q1 		$91K Buy
+4,468
New +$88.8K 0.02% 484

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Financial Architects (New Jersey)'s MMD Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q3 2019, closing a stake of 4,524 shares — an estimated $94K sold.

Financial Architects (New Jersey) first reported a position in MMD in Q1 2019 and held it in 2 quarters. The position peaked at $94K in Q2 2019. 42 funds tracked by Wall St. Rank hold MMD as of Q3 2019.

  • Financial Architects (New Jersey) reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q3 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 4,524 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q3 2019, an estimated $94K.
  • Financial Architects (New Jersey) first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q1 2019 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $94K in Q2 2019.
  • 42 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.