MG
MMD

Marex Group’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Marex Group’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 		– Sell
-32,674
Closed -$488K – 784
2024
Q4 		$488K Buy
+32,674
New +$528K 0.01% 348

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

Marex Group's MMD Position: Q1 2025 in Review

Marex Group sold out of MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) in Q1 2025, closing a stake of 32,674 shares — an estimated $488K sold.

Marex Group first reported a position in MMD in Q4 2024 and held it in 1 quarter. The position peaked at $488K in Q4 2024. 65 funds tracked by Wall St. Rank hold MMD as of Q1 2025.

  • Marex Group reported no remaining MainStay MacKay DefinedTerm Municipal Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Marex Group sold 32,674 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q1 2025, an estimated $488K.
  • Marex Group first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Marex Group's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $488K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q1 2025.

Based on Marex Group's 13F filing for Q1 2025, filed 2 Apr 2026.