LA
MMD

LPF Advisors’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

LPF Advisors’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
2025
Q1 		$467K Sell
30,996
-385
-1% -$5.88K 0.38% 16
2024
Q4 		$469K Sell
31,381
-498
-2% -$8.05K 0.39% 17
2024
Q3 		$537K Sell
31,879
-251
-0.8% -$4.19K 0.46% 16
2024
Q2 		$533K Buy
32,130
+13
+0% +$212 0.49% 16
2024
Q1 		$525K Buy
32,117
+17
+0.1% +$279 0.53% 13
2023
Q4 		$522K Buy
+32,100
New +$495K 0.55% 14

Other funds holding MMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPF Advisors's MMD Position: Q1 2025 in Review

LPF Advisors reduced its MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) stake by 1.2% in Q1 2025, selling an estimated $5.88K and leaving 30,996 shares worth $467K. The position accounts for 0.38% of the portfolio, ranked #16.

LPF Advisors first reported a position in MMD in Q4 2023 and has held it in 6 quarters since. The position peaked at $537K in Q3 2024. 65 funds tracked by Wall St. Rank hold MMD as of Q1 2025.

  • LPF Advisors held 30,996 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund worth $467K as of Q1 2025.
  • LPF Advisors sold 385 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q1 2025, an estimated $5.88K.
  • MainStay MacKay DefinedTerm Municipal Opportunities Fund made up 0.38% of LPF Advisors's portfolio in Q1 2025, its #16 holding.
  • LPF Advisors first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q4 2023 and has held it in 6 quarters since.
  • LPF Advisors's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $537K in Q3 2024.
  • 65 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.