LFS
MMD

Legacy Financial Strategies’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Legacy Financial Strategies’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
-12,546
Closed -$212K – 122
2024
Q3 		$212K Sell
12,546
-4,899
-28% -$81.8K 0.05% 111
2024
Q2 		$288K Buy
17,445
+5,540
+47% +$90.1K 0.07% 76
2024
Q1 		$195K Sell
11,905
-1,170
-9% -$19.2K 0.05% 88
2023
Q4 		$212K Sell
13,075
-12,803
-49% -$198K 0.06% 76
2023
Q3 		$396K Sell
25,878
-17,119
-40% -$284K 0.13% 56
2023
Q2 		$734K Buy
42,997
+459
+1% +$7.82K 0.25% 46
2023
Q1 		$739K Buy
42,538
+3,596
+9% +$62.6K 0.27% 46
2022
Q4 		$625K Sell
38,942
-16,009
-29% -$257K 0.26% 47
2022
Q3 		$856K Sell
54,951
-6,638
-11% -$120K 0.4% 41
2022
Q2 		$1.12M Buy
61,589
+2,821
+5% +$50.5K 0.55% 39
2022
Q1 		$1.1M Sell
58,768
-13,842
-19% -$276K 0.47% 42
2021
Q4 		$1.58M Buy
72,610
+6,847
+10% +$146K 0.68% 32
2021
Q3 		$1.44M Buy
65,763
+2,710
+4% +$60.9K 0.68% 29
2021
Q2 		$1.41M Buy
63,053
+3,354
+6% +$75.1K 0.67% 30
2021
Q1 		$1.32M Buy
59,699
+5,250
+10% +$114K 0.7% 25
2020
Q4 		$1.19M Buy
54,449
+4,765
+10% +$101K 0.6% 25
2020
Q3 		$1.03M Buy
49,684
+5,488
+12% +$115K 0.59% 30
2020
Q2 		$900K Buy
44,196
+6,122
+16% +$121K 0.7% 29
2020
Q1 		$732K Buy
38,074
+1,222
+3% +$25.6K 0.7% 26
2019
Q4 		$775K Buy
36,852
+15,133
+70% +$315K 0.63% 35
2019
Q3 		$444K Hold
21,719
– – 0.4% 46
2019
Q2 		$449K Buy
21,719
+6,096
+39% +$125K 0.42% 43
2019
Q1 		$317K Sell
15,623
-567
-4% -$11.3K 0.27% 49
2018
Q4 		$316K Buy
16,190
+1,567
+11% +$30.4K 0.31% 47
2018
Q3 		$283K Buy
14,623
+1,493
+11% +$29.4K 0.29% 50
2018
Q2 		$255K Buy
+13,130
New +$252K 0.23% 78

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

Legacy Financial Strategies's MMD Position: Q4 2024 in Review

Legacy Financial Strategies sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q4 2024, closing a stake of 12,546 shares — an estimated $212K sold.

Legacy Financial Strategies first reported a position in MMD in Q2 2018 and held it in 26 quarters. The position peaked at $1.58M in Q4 2021. 61 funds tracked by Wall St. Rank hold MMD as of Q4 2024.

  • Legacy Financial Strategies reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Legacy Financial Strategies sold 12,546 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q4 2024, an estimated $212K.
  • Legacy Financial Strategies first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q2 2018 and held it in 26 quarters.
  • Legacy Financial Strategies's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $1.58M in Q4 2021.
  • 61 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q4 2024.

Based on Legacy Financial Strategies's 13F filing for Q4 2024, filed 28 Jan 2025.