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Gradient Investments’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Gradient Investments’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 		– Sell
-80
Closed -$2K – 1280
2021
Q4 		$2K Buy
+80
New +$1.71K ﹤0.01% 1073

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
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
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Gradient Investments's MMD Position: Q1 2022 in Review

Gradient Investments sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q1 2022, closing a stake of 80 shares — an estimated $2K sold.

Gradient Investments first reported a position in MMD in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 52 funds tracked by Wall St. Rank hold MMD as of Q1 2022.

  • Gradient Investments reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Gradient Investments sold 80 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q1 2022, an estimated $2K.
  • Gradient Investments first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2021 and held it in 1 quarter.
  • Gradient Investments's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $2K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q1 2022.

Based on Gradient Investments's 13F filing for Q1 2022, filed 26 May 2022.