Laurel Wealth Planning’s MainStay MacKay DefinedTerm Municipal 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return