GSWM
MMD

Golden State Wealth Management’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Golden State 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
2022
Q1 		$396K Buy
21,102
+275
+1% +$5.48K 0.08% 205
2021
Q4 		$454K Buy
20,827
+247
+1% +$5.27K 0.08% 229
2021
Q3 		$451K Sell
20,580
-1,169
-5% -$26.3K 0.1% 178
2021
Q2 		$486K Buy
21,749
+242
+1% +$5.42K 0.11% 165
2021
Q1 		$477K Buy
21,507
+244
+1% +$5.32K 0.16% 102
2020
Q4 		$463K Buy
21,263
+248
+1% +$5.26K 0.13% 133
2020
Q3 		$435K Buy
21,015
+249
+1% +$5.24K 0.15% 109
2020
Q2 		$423K Buy
20,766
+259
+1% +$5.13K 0.14% 109
2020
Q1 		$394K Buy
+20,507
New +$430K 0.17% 85
2019
Q4 		– Sell
-20,019
Closed -$420K – 599
2019
Q3 		$420K Buy
20,019
+740
+4% +$15.4K 0.14% 120
2019
Q2 		$402K Buy
19,279
+151
+0.8% +$3.09K 0.13% 138
2019
Q1 		$389K Buy
+19,128
New +$380K 0.13% 141

Other funds holding MMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return