KWM
MMD

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

Kingsview 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
Q4 		– Sell
-38,208
Closed -$644K – 1153
2024
Q3 		$644K Sell
38,208
-75
-0.2% -$1.25K 0.01% 637
2024
Q2 		$635K Sell
38,283
-3,425
-8% -$55.7K 0.02% 620
2024
Q1 		$682K Sell
41,708
-464
-1% -$7.62K 0.02% 596
2023
Q4 		$685K Sell
42,172
-1,951
-4% -$30.1K 0.02% 568
2023
Q3 		$703K Sell
44,123
-1,775
-4% -$29.5K 0.03% 529
2023
Q2 		$783K Buy
45,898
+3,405
+8% +$58K 0.03% 478
2023
Q1 		$739K Buy
42,493
+1,655
+4% +$28.8K 0.03% 474
2022
Q4 		$656K Sell
40,838
-2,785
-6% -$44.8K 0.03% 438
2022
Q3 		$680K Buy
43,623
+1,843
+4% +$33.3K 0.03% 427
2022
Q2 		$758K Sell
41,780
-350
-0.8% -$6.26K 0.04% 438
2022
Q1 		$790K Hold
42,130
– – 0.03% 465
2021
Q4 		$918K Sell
42,130
-200
-0.5% -$4.26K 0.04% 431
2021
Q3 		$927K Buy
42,330
+3,300
+8% +$74.2K 0.04% 397
2021
Q2 		$885K Buy
39,030
+28,385
+267% +$635K 0.04% 409
2021
Q1 		$236K Buy
+10,645
New +$232K 0.01% 715

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Kingsview Wealth Management's MMD Position: Q4 2024 in Review

Kingsview Wealth Management sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q4 2024, closing a stake of 38,208 shares — an estimated $644K sold.

Kingsview Wealth Management first reported a position in MMD in Q1 2021 and held it in 15 quarters. The position peaked at $927K in Q3 2021. 61 funds tracked by Wall St. Rank hold MMD as of Q4 2024.

  • Kingsview Wealth Management reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 38,208 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q4 2024, an estimated $644K.
  • Kingsview Wealth Management first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q1 2021 and held it in 15 quarters.
  • Kingsview Wealth Management's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $927K in Q3 2021.
  • 61 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.