Mascoma Wealth Management’s NYLIM MacKay DefinedTerm Muni 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Mascoma Wealth Management's MMD Position: Q2 2019 in Review

Mascoma Wealth Management sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q2 2019, closing a stake of 1,000 shares — an estimated $20K sold.

Mascoma Wealth Management first reported a position in MMD in Q2 2017 and held it in 8 quarters. The position peaked at $20K in Q1 2019. 43 funds tracked by Wall St. Rank hold MMD as of Q2 2019.

Mascoma Wealth Management reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q2 2019 after selling out during the quarter.
Mascoma Wealth Management sold 1,000 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2019, an estimated $20K.
Mascoma Wealth Management first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q2 2017 and held it in 8 quarters.
Mascoma Wealth Management's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $20K in Q1 2019.
43 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2019.

Based on Mascoma Wealth Management's 13F filing for Q2 2019, filed 29 Jul 2019.