FAG
MMD

Fortitude Advisory Group’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-670
Closed -$13K – 854
2022
Q1 		$13K Hold
670
– – 0.01% 951
2021
Q4 		$15K Buy
+670
New +$14.3K 0.01% 924

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fortitude Advisory Group's MMD Position: Q2 2022 in Review

Fortitude Advisory Group sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q2 2022, closing a stake of 670 shares — an estimated $13K sold.

Fortitude Advisory Group first reported a position in MMD in Q4 2021 and held it in 2 quarters. The position peaked at $15K in Q4 2021. 48 funds tracked by Wall St. Rank hold MMD as of Q2 2022.

  • Fortitude Advisory Group reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 670 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2022, an estimated $13K.
  • Fortitude Advisory Group first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $15K in Q4 2021.
  • 48 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.