IWA
MMD

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

IBEX Wealth 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
2021
Q2 		– Sell
-10,152
Closed -$225K – 193
2021
Q1 		$225K Buy
+10,152
New +$221K 0.06% 111

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

IBEX Wealth Advisors's MMD Position: Q2 2021 in Review

IBEX Wealth Advisors sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q2 2021, closing a stake of 10,152 shares — an estimated $225K sold.

IBEX Wealth Advisors first reported a position in MMD in Q1 2021 and held it in 1 quarter. The position peaked at $225K in Q1 2021. 50 funds tracked by Wall St. Rank hold MMD as of Q2 2021.

  • IBEX Wealth Advisors reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q2 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 10,152 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2021, an estimated $225K.
  • IBEX Wealth Advisors first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q1 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $225K in Q1 2021.
  • 50 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2021.

Based on IBEX Wealth Advisors's 13F filing for Q2 2021, filed 20 Aug 2021.