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Legacy CG’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Legacy CG’s Portfolio MMIT Stock Details MMIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,340
Closed -$57K – 97
2022
Q2 		$57K Sell
2,340
-5,982
-72% -$146K 0.04% 61
2022
Q1 		$209K Sell
8,322
-323,613
-97% -$8.37M 0.14% 47
2021
Q4 		$8.85M Buy
+331,935
New +$8.86M 5.32% 3

Other funds holding MMIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Legacy CG's MMIT Position: Q3 2022 in Review

Legacy CG sold out of NYLIM MacKay Muni Intermediate ETF (MMIT) in Q3 2022, closing a stake of 2,340 shares — an estimated $57K sold.

Legacy CG first reported a position in MMIT in Q4 2021 and held it in 3 quarters. The position peaked at $8.85M in Q4 2021. 56 funds tracked by Wall St. Rank hold MMIT as of Q3 2022.

  • Legacy CG reported no remaining NYLIM MacKay Muni Intermediate ETF position as of Q3 2022 after selling out during the quarter.
  • Legacy CG sold 2,340 NYLIM MacKay Muni Intermediate ETF shares in Q3 2022, an estimated $57K.
  • Legacy CG first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2021 and held it in 3 quarters.
  • Legacy CG's NYLIM MacKay Muni Intermediate ETF position peaked at $8.85M in Q4 2021.
  • 56 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q3 2022.

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