HighTower Advisors’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

HighTower Advisors’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
2016 Q4	–	Sell	-10,516	Closed	-$214K	–	1995
2016 Q3	$214K	Sell	10,516 -3,333	-24%	-$68.2K	﹤0.01%	1607
2016 Q2	$286K	Sell	13,849 -2,054	-13%	-$41.2K	﹤0.01%	1345
2016 Q1	$312K	Buy	15,903 +2,054	+15%	+$39.5K	﹤0.01%	1589
2015 Q4	$260K	Sell	13,849 -1,375	-9%	-$24.9K	﹤0.01%	1631
2015 Q3	$271K	Buy	+15,224	New	+$266K	﹤0.01%	1498

Other funds holding MMD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

HighTower Advisors's MMD Position: Q4 2016 in Review

HighTower Advisors sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q4 2016, closing a stake of 10,516 shares — an estimated $214K sold.

HighTower Advisors first reported a position in MMD in Q3 2015 and held it in 5 quarters. The position peaked at $312K in Q1 2016. 36 funds tracked by Wall St. Rank hold MMD as of Q4 2016.

HighTower Advisors reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q4 2016 after selling out during the quarter.
HighTower Advisors sold 10,516 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q4 2016, an estimated $214K.
HighTower Advisors first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q3 2015 and held it in 5 quarters.
HighTower Advisors's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $312K in Q1 2016.
36 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q4 2016.

Based on HighTower Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.