IHT Wealth Management’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

IHT 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
2018 Q2	–	Sell	-4,790	Closed	-$90K	–	995
2018 Q1	$90K	Hold	4,790	–	–	0.02%	511
2017 Q4	$96K	Sell	4,790 -1,200	-20%	-$23.7K	0.03%	504
2017 Q3	$120K	Buy	+5,990	New	+$120K	0.05%	320

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

IHT Wealth Management's MMD Position: Q2 2018 in Review

IHT Wealth Management sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q2 2018, closing a stake of 4,790 shares — an estimated $90K sold.

IHT Wealth Management first reported a position in MMD in Q3 2017 and held it in 3 quarters. The position peaked at $120K in Q3 2017. 44 funds tracked by Wall St. Rank hold MMD as of Q2 2018.

IHT Wealth Management reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 4,790 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2018, an estimated $90K.
IHT Wealth Management first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q3 2017 and held it in 3 quarters.
IHT Wealth Management's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $120K in Q3 2017.
44 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.