Mascoma Wealth Management’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Mascoma Wealth Management’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
2019 Q2	–	Sell	-1,000	Closed	-$20K	–	400
2019 Q1	$20K	Hold	1,000	–	–	0.01%	224
2018 Q4	$20K	Hold	1,000	–	–	0.02%	213
2018 Q3	$20K	Hold	1,000	–	–	0.01%	236
2018 Q2	$19K	Hold	1,000	–	–	0.01%	224
2018 Q1	$19K	Hold	1,000	–	–	0.01%	224
2017 Q4	$19K	Hold	1,000	–	–	0.01%	217
2017 Q3	$20K	Hold	1,000	–	–	0.01%	231
2017 Q2	$20K	Buy	+1,000	New	+$19.7K	0.01%	238

Other funds holding MMD

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return