MIG
MMD

Mariner Investment Group’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Mariner Investment 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
2015
Q1 		– Sell
-20,232
Closed -$368K – 229
2014
Q4 		$368K Buy
+20,232
New +$366K 0.06% 181
2014
Q1 		– Sell
-60,740
Closed -$958K – 299
2013
Q4 		$958K Buy
+60,740
New +$952K 0.14% 115

Other funds holding MMD

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return
LSA
Liberty Street Advisors New York $507M AUM 59.45% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Mariner Investment Group's MMD Position: Q1 2015 in Review

Mariner Investment Group sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q1 2015, closing a stake of 20,232 shares — an estimated $368K sold.

Mariner Investment Group first reported a position in MMD in Q4 2013 and held it in 2 quarters. The position peaked at $958K in Q4 2013. 28 funds tracked by Wall St. Rank hold MMD as of Q1 2015.

  • Mariner Investment Group reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q1 2015 after selling out during the quarter.
  • Mariner Investment Group sold 20,232 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q1 2015, an estimated $368K.
  • Mariner Investment Group first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2013 and held it in 2 quarters.
  • Mariner Investment Group's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $958K in Q4 2013.
  • 28 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q1 2015.

Based on Mariner Investment Group's 13F filing for Q1 2015, filed 13 May 2015.