GJWM
MMD

Gilliland Jeter Wealth Management’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Gilliland Jeter 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
2025
Q4 		– Sell
-16,177
Closed -$245K – 181
2025
Q3 		$245K Hold
16,177
– – 0.08% 158
2025
Q2 		$239K Sell
16,177
-4,375
-21% -$63.8K 0.08% 161
2025
Q1 		$310K Hold
20,552
– – 0.11% 138
2024
Q4 		$307K Sell
20,552
-4,770
-19% -$77.1K 0.1% 138
2024
Q3 		$427K Hold
25,322
– – 0.14% 117
2024
Q2 		$420K Sell
25,322
-3,688
-13% -$60K 0.14% 116
2024
Q1 		$474K Sell
29,010
-972
-3% -$16K 0.17% 114
2023
Q4 		$487K Buy
+29,982
New +$463K 0.2% 106

Other funds holding MMD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Gilliland Jeter Wealth Management's MMD Position: Q4 2025 in Review

Gilliland Jeter Wealth Management sold out of MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) in Q4 2025, closing a stake of 16,177 shares — an estimated $245K sold.

Gilliland Jeter Wealth Management first reported a position in MMD in Q4 2023 and held it in 8 quarters. The position peaked at $487K in Q4 2023. 76 funds tracked by Wall St. Rank hold MMD as of Q4 2025.

  • Gilliland Jeter Wealth Management reported no remaining MainStay MacKay DefinedTerm Municipal Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 16,177 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q4 2025, an estimated $245K.
  • Gilliland Jeter Wealth Management first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q4 2023 and held it in 8 quarters.
  • Gilliland Jeter Wealth Management's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $487K in Q4 2023.
  • 76 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q4 2025.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.