HCM
MMD

Harvest Capital Management’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Harvest Capital 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
2018
Q3 		– Sell
-17,500
Closed -$339K – 104
2018
Q2 		$339K Buy
+17,500
New +$336K 0.11% 70

Other funds holding MMD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Harvest Capital Management's MMD Position: Q3 2018 in Review

Harvest Capital Management sold out of MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) in Q3 2018, closing a stake of 17,500 shares — an estimated $339K sold.

Harvest Capital Management first reported a position in MMD in Q2 2018 and held it in 1 quarter. The position peaked at $339K in Q2 2018. 43 funds tracked by Wall St. Rank hold MMD as of Q3 2018.

  • Harvest Capital Management reported no remaining MainStay MacKay DefinedTerm Municipal Opportunities Fund position as of Q3 2018 after selling out during the quarter.
  • Harvest Capital Management sold 17,500 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q3 2018, an estimated $339K.
  • Harvest Capital Management first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q2 2018 and held it in 1 quarter.
  • Harvest Capital Management's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $339K in Q2 2018.
  • 43 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q3 2018.

Based on Harvest Capital Management's 13F filing for Q3 2018, filed 10 Oct 2018.