Laurel Wealth Planning’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Laurel Wealth Planning’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
2023 Q1	–	Sell	-853	Closed	-$13.7K	–	143
2022 Q4	$13.7K	Hold	853	–	–	0.01%	148
2022 Q3	$13K	Hold	853	–	–	0.01%	146
2022 Q2	$15K	Hold	853	–	–	0.01%	148
2022 Q1	$16K	Hold	853	–	–	0.01%	173
2021 Q4	$19K	Hold	853	–	–	0.01%	118
2021 Q3	$19K	Hold	853	–	–	0.02%	114
2021 Q2	$19K	Hold	853	–	–	0.02%	82
2021 Q1	$19K	Hold	853	–	–	0.02%	79
2020 Q4	$19K	Buy	+853	New	+$18.1K	0.02%	70

Other funds holding MMD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

AAM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Laurel Wealth Planning's MMD Position: Q1 2023 in Review

Laurel Wealth Planning sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q1 2023, closing a stake of 853 shares — an estimated $13.7K sold.

Laurel Wealth Planning first reported a position in MMD in Q4 2020 and held it in 9 quarters. The position peaked at $19K in Q4 2021. 57 funds tracked by Wall St. Rank hold MMD as of Q1 2023.

Laurel Wealth Planning reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 853 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q1 2023, an estimated $13.7K.
Laurel Wealth Planning first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $19K in Q4 2021.
57 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.