Legacy CG
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Legacy CG’s NYLIM MacKay Muni Insured ETF MMIN Stock Holding History

Legacy CG’s Portfolio MMIN Stock Details MMIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,485
Closed -$85K – 96
2022
Q2 		$85K Sell
3,485
-224,459
-98% -$5.52M 0.06% 56
2022
Q1 		$5.83M Buy
+227,944
New +$6.06M 3.79% 4

Other funds holding MMIN

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cornerstone Advisors Asset Management
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Legacy CG's MMIN Position: Q3 2022 in Review

Legacy CG sold out of NYLIM MacKay Muni Insured ETF (MMIN) in Q3 2022, closing a stake of 3,485 shares — an estimated $85K sold.

Legacy CG first reported a position in MMIN in Q1 2022 and held it in 2 quarters. The position peaked at $5.83M in Q1 2022. 56 funds tracked by Wall St. Rank hold MMIN as of Q3 2022.

  • Legacy CG reported no remaining NYLIM MacKay Muni Insured ETF position as of Q3 2022 after selling out during the quarter.
  • Legacy CG sold 3,485 NYLIM MacKay Muni Insured ETF shares in Q3 2022, an estimated $85K.
  • Legacy CG first reported a position in NYLIM MacKay Muni Insured ETF in Q1 2022 and held it in 2 quarters.
  • Legacy CG's NYLIM MacKay Muni Insured ETF position peaked at $5.83M in Q1 2022.
  • 56 funds tracked by Wall St. Rank held NYLIM MacKay Muni Insured ETF as of Q3 2022.

Based on Legacy CG's 13F filing for Q3 2022, filed 4 Nov 2022.