GBWM
MMD

Granite Bay Wealth Management’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Granite Bay 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
2024
Q1 		– Sell
-58,590
Closed -$904K – 207
2023
Q4 		$904K Hold
58,590
– – 0.01% 218
2023
Q3 		$974K Buy
+58,590
New +$974K 0.01% 216

Other funds holding MMD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Granite Bay Wealth Management's MMD Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) in Q1 2024, closing a stake of 58,590 shares — an estimated $904K sold.

Granite Bay Wealth Management first reported a position in MMD in Q3 2023 and held it in 2 quarters. The position peaked at $974K in Q3 2023. 74 funds tracked by Wall St. Rank hold MMD as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining MainStay MacKay DefinedTerm Municipal Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 58,590 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q1 2024, an estimated $904K.
  • Granite Bay Wealth Management first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $974K in Q3 2023.
  • 74 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.